Advisory Services Network’s Advanced Energy AEIS Stock Holding History

Advisory Services Network’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	–	Sell	-418	Closed	-$135K	–	2203
2026 Q1	$135K	Buy	+418	New	+$121K	﹤0.01%	2034
2025 Q4	–	Sell	-381	Closed	-$64.8K	–	1840
2025 Q3	$64.8K	Buy	+381	New	+$57.4K	﹤0.01%	2301
2024 Q1	–	Sell	-150	Closed	-$16.3K	–	1481
2023 Q4	$16.3K	Buy	+150	New	+$14.6K	﹤0.01%	2630
2020 Q4	–	Sell	-21	Closed	-$1K	–	3265
2020 Q3	$1K	Buy	+21	New	+$1.47K	﹤0.01%	3257
2020 Q2	–	Sell	-7	Closed	–	–	1074
2020 Q1	$0	Sell	7 -10	-59%	-$635	﹤0.01%	3000
2019 Q4	$1K	Buy	+17	New	+$1.06K	﹤0.01%	2904
2018 Q3	–	Sell	-49	Closed	-$3K	–	2486
2018 Q2	$3K	Buy	49 +4	+9%	+$253	﹤0.01%	2149
2018 Q1	$3K	Sell	45 -9	-17%	-$622	﹤0.01%	2257
2017 Q4	$4K	Hold	54	–	–	﹤0.01%	2154
2017 Q3	$4K	Sell	54 -2,107	-98%	-$153K	﹤0.01%	1938
2017 Q2	$140K	Buy	2,161 +187	+9%	+$13.7K	0.02%	723
2017 Q1	$135K	Buy	+1,974	New	+$122K	0.02%	724

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's AEIS Position: Q2 2026 in Review

Advisory Services Network sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 418 shares — an estimated $135K sold.

Advisory Services Network first reported a position in AEIS in Q1 2017 and held it in 12 quarters. The position peaked at $140K in Q2 2017. 680 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Advisory Services Network reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 418 Advanced Energy shares in Q2 2026, an estimated $135K.
Advisory Services Network first reported a position in Advanced Energy in Q1 2017 and held it in 12 quarters.
Advisory Services Network's Advanced Energy position peaked at $140K in Q2 2017.
680 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.