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Twin Peaks Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Twin Peaks Wealth Advisors’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 		$20.3K Buy
+63
New +$18.3K 0.01% 712
2025
Q3 		– Sell
-137
Closed -$21.8K – 203
2025
Q2 		$21.8K Buy
+137
New +$15.1K 0.01% 575

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

Twin Peaks Wealth Advisors's AEIS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Advanced Energy (AEIS) in Q1 2026: 63 shares worth $20.3K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AEIS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AEIS in Q2 2025 and has held it in 2 quarters since. The position peaked at $21.8K in Q2 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 63 shares of Advanced Energy worth $20.3K as of Q1 2026.
  • Advanced Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Advanced Energy made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #712 holding.
  • Twin Peaks Wealth Advisors first reported a position in Advanced Energy in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Advanced Energy position peaked at $21.8K in Q2 2025.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.