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Triangle Securities Wealth Management’s Advanced Energy AEIS Stock Holding History

Triangle Securities Wealth Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Sell
602
-249
-29% -$87.1K 0.04% 205
2026
Q1 		$275K Sell
851
-239
-22% -$69.3K 0.06% 184
2025
Q4 		$228K Buy
+1,090
New +$222K 0.05% 200

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Triangle Securities Wealth Management's AEIS Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Advanced Energy (AEIS) stake by 29% in Q2 2026, selling an estimated $87.1K and leaving 602 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #205.

Triangle Securities Wealth Management first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $275K in Q1 2026. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Triangle Securities Wealth Management held 602 shares of Advanced Energy worth $224K as of Q2 2026.
  • Triangle Securities Wealth Management sold 249 Advanced Energy shares in Q2 2026, an estimated $87.1K.
  • Advanced Energy made up 0.04% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Triangle Securities Wealth Management first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • Triangle Securities Wealth Management's Advanced Energy position peaked at $275K in Q1 2026.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.