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Advanced Energy Industries shares owned by Portside Wealth Group

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group investment in Advanced Energy Industries

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All positions including Advanced Energy Industries held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $300k 1.4k 209.37

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Spdr Series Trust State Street Spd (BIL)
NVIDIA Corporation Call Option (NVDA)
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Amazon (AMZN)
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Tesla Motors (TSLA)
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View all positions for Portside Wealth Group

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
FMR
Ameriprise Financial
Invesco
State Street Corporation
Earnest Partners
Geode Capital Management
Neuberger Berman Group
Jennifer Ranahan
Dimensional Fund Advisors
Norges Bank Investment Management
Principal Financial Group
Massachusetts Financial Services
Goldman Sachs Group

View all funds holding Advanced Energy Industries