Wealth Enhancement Advisory Services
AEIS icon

Wealth Enhancement Advisory Services’s Advanced Energy AEIS Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.33M Buy
15,959
+3,143
+25% +$1.1M ﹤0.01% 1478
2026
Q1 		$1.33M Buy
12,816
+8,352
+187% +$2.42M ﹤0.01% 1633
2025
Q4 		$1.04M Buy
4,464
+96
+2% +$19.5K ﹤0.01% 1935
2025
Q3 		$756K Buy
4,368
+468
+12% +$70.5K ﹤0.01% 2046
2025
Q2 		$539K Buy
3,900
+400
+11% +$44.1K ﹤0.01% 2171
2025
Q1 		$334K Buy
3,500
+259
+8% +$29.6K ﹤0.01% 2362
2024
Q4 		$375K Buy
3,241
+745
+30% +$83.8K ﹤0.01% 2199
2024
Q3 		$263K Buy
2,496
+130
+5% +$13.6K ﹤0.01% 2264
2024
Q2 		$257K Buy
2,366
+261
+12% +$26.7K ﹤0.01% 2093
2024
Q1 		$215K Sell
2,105
-122
-5% -$12.4K ﹤0.01% 2146
2023
Q4 		$243K Sell
2,227
-29
-1% -$2.82K ﹤0.01% 1980
2023
Q3 		$233K Buy
+2,256
New +$253K ﹤0.01% 1909

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

Wealth Enhancement Advisory Services's AEIS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Advanced Energy (AEIS) stake by 25% in Q2 2026, buying an estimated $1.1M and bringing the position to 15,959 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Wealth Enhancement Advisory Services first reported a position in AEIS in Q3 2023 and has held it in 12 quarters since. 680 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,959 shares of Advanced Energy worth $2.33M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,143 Advanced Energy shares in Q2 2026, an estimated $1.1M.
  • Advanced Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1478 holding.
  • Wealth Enhancement Advisory Services first reported a position in Advanced Energy in Q3 2023 and has held it in 12 quarters since.
  • 680 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.