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Verdence Capital Advisors’s Advanced Energy AEIS Stock Holding History

Verdence Capital 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
Q2 		$407K Buy
+1,092
New +$382K 0.02% 479
2020
Q3 		– Sell
-3,111
Closed -$211K – 370
2020
Q2 		$211K Sell
3,111
-1,025
-25% -$61.1K 0.05% 311
2020
Q1 		$201K Buy
+4,136
New +$263K 0.06% 280
2019
Q4 		– Sell
-3,549
Closed -$204K – 323
2019
Q3 		$204K Buy
+3,549
New +$192K 0.06% 285

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

Verdence Capital Advisors's AEIS Position: Q2 2026 in Review

Verdence Capital Advisors opened a new position in Advanced Energy (AEIS) in Q2 2026: 1,092 shares worth $407K. The stake represents 0.02% of the portfolio and ranks #479 among its holdings. This is a return to the name: Verdence Capital Advisors previously reported a position in AEIS as recently as Q2 2020.

Verdence Capital Advisors first reported a position in AEIS in Q3 2019 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Verdence Capital Advisors held 1,092 shares of Advanced Energy worth $407K as of Q2 2026.
  • Advanced Energy was a new Verdence Capital Advisors position in Q2 2026.
  • Advanced Energy made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #479 holding.
  • Verdence Capital Advisors first reported a position in Advanced Energy in Q3 2019 and has held it in 4 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.