BSC
AEIS icon

BOLTON SECURITIES CORPORATION’s Advanced Energy AEIS Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$214K Sell
760
-54
-7% -$15.8K 0.01% 871
2026
Q2 		$304K Sell
814
-1
-0.1% -$350 0.01% 762
2026
Q1 		$263K Buy
+815
New +$236K 0.01% 727
2025
Q3 		$156K Buy
+915
New +$138K 0.01% 816
2025
Q1 		$68.1K Buy
+715
New +$81.7K ﹤0.01% 963

Other funds holding AEIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AEIS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Advanced Energy (AEIS) stake by 6.6% in Q3 2026, selling an estimated $15.8K and leaving 760 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #871.

BOLTON SECURITIES CORPORATION first reported a position in AEIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $304K in Q2 2026. 411 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 760 shares of Advanced Energy worth $214K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 54 Advanced Energy shares in Q3 2026, an estimated $15.8K.
  • Advanced Energy made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #871 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Advanced Energy in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Advanced Energy position peaked at $304K in Q2 2026.
  • 411 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.