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Twelve Points Wealth Management’s Advanced Energy AEIS Stock Holding History

Twelve Points 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
Q1 		$319K Sell
989
-45
-4% -$13K 0.07% 157
2025
Q4 		$227K Buy
+1,034
New +$210K 0.05% 182

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Twelve Points Wealth Management's AEIS Position: Q1 2026 in Review

Twelve Points Wealth Management reduced its Advanced Energy (AEIS) stake by 4.4% in Q1 2026, selling an estimated $13K and leaving 989 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #157.

Twelve Points Wealth Management first reported a position in AEIS in Q4 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Twelve Points Wealth Management held 989 shares of Advanced Energy worth $319K as of Q1 2026.
  • Twelve Points Wealth Management sold 45 Advanced Energy shares in Q1 2026, an estimated $13K.
  • Advanced Energy made up 0.07% of Twelve Points Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Twelve Points Wealth Management first reported a position in Advanced Energy in Q4 2025 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.