Superior Planning, LLC’s Advanced Energy AEIS Stock Holding History

Superior Planning, LLC’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	$3.66K	Buy	+13	New	+$3.8K	﹤0.01%	1323

Other funds holding AEIS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's AEIS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Advanced Energy (AEIS) in Q3 2026: 13 shares worth $3.66K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings.

427 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

Superior Planning, LLC held 13 shares of Advanced Energy worth $3.66K as of Q3 2026.
Advanced Energy was a new Superior Planning, LLC position in Q3 2026.
Advanced Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1323 holding.
427 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.