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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
Q2 		$343K Sell
919
-70
-7% -$24.5K 0.07% 161
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 $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 $3.37T AUM 44.26% 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

Twelve Points Wealth Management's AEIS Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its Advanced Energy (AEIS) stake by 7.1% in Q2 2026, selling an estimated $24.5K and leaving 919 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #161.

Twelve Points Wealth Management first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Twelve Points Wealth Management held 919 shares of Advanced Energy worth $343K as of Q2 2026.
  • Twelve Points Wealth Management sold 70 Advanced Energy shares in Q2 2026, an estimated $24.5K.
  • Advanced Energy made up 0.07% of Twelve Points Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Twelve Points Wealth Management first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.