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Visionary Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Visionary 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 		$3.71M Buy
11,507
+18
+0.2% +$5.22K 0.16% 141
2025
Q4 		$2.41M Buy
11,489
+21
+0.2% +$4.27K 0.11% 179
2025
Q3 		$1.95M Hold
11,468
– – 0.09% 199
2025
Q2 		$1.52M Hold
11,468
– – 0.08% 227
2025
Q1 		$1.09M Hold
11,468
– – 0.07% 245
2024
Q4 		$1.33M Buy
+11,468
New +$1.29M 0.08% 216

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

Visionary Wealth Advisors's AEIS Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Advanced Energy (AEIS) stake by 0.16% in Q1 2026, buying an estimated $5.22K and bringing the position to 11,507 shares worth $3.71M. The position accounts for 0.16% of the portfolio, ranked #141.

Visionary Wealth Advisors first reported a position in AEIS in Q4 2024 and has held it in 6 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Visionary Wealth Advisors held 11,507 shares of Advanced Energy worth $3.71M as of Q1 2026.
  • Visionary Wealth Advisors bought 18 Advanced Energy shares in Q1 2026, an estimated $5.22K.
  • Advanced Energy made up 0.16% of Visionary Wealth Advisors's portfolio in Q1 2026, its #141 holding.
  • Visionary Wealth Advisors first reported a position in Advanced Energy in Q4 2024 and has held it in 6 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

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