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Truvestments Capital’s Advanced Energy AEIS Stock Holding History

Truvestments Capital’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 		$20.5K Buy
55
+25
+83% +$8.74K ﹤0.01% 677
2026
Q1 		$9.68K Hold
30
– – ﹤0.01% 766
2025
Q4 		$6.28K Buy
30
+2
+7% +$407 ﹤0.01% 763
2025
Q3 		$4.76K Hold
28
– – ﹤0.01% 829
2025
Q2 		$3.71K Hold
28
– – ﹤0.01% 772
2025
Q1 		$2.67K Hold
28
– – ﹤0.01% 832
2024
Q4 		$3.24K Hold
28
– – ﹤0.01% 763
2024
Q3 		$2.95K Buy
+28
New +$2.94K ﹤0.01% 754

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

Truvestments Capital's AEIS Position: Q2 2026 in Review

Truvestments Capital increased its Advanced Energy (AEIS) stake by 83% in Q2 2026, buying an estimated $8.74K and bringing the position to 55 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Truvestments Capital first reported a position in AEIS in Q3 2024 and has held it in 8 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Truvestments Capital held 55 shares of Advanced Energy worth $20.5K as of Q2 2026.
  • Truvestments Capital bought 25 Advanced Energy shares in Q2 2026, an estimated $8.74K.
  • Advanced Energy made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #677 holding.
  • Truvestments Capital first reported a position in Advanced Energy in Q3 2024 and has held it in 8 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.