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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Services Network's AEIS Position: Q1 2026 in Review

Advisory Services Network opened a new position in Advanced Energy (AEIS) in Q1 2026: 418 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #2034 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in AEIS as recently as Q3 2025.

Advisory Services Network first reported a position in AEIS in Q1 2017 and has held it in 12 quarters since. The position peaked at $140K in Q2 2017. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Advisory Services Network held 418 shares of Advanced Energy worth $135K as of Q1 2026.
Advanced Energy was a new Advisory Services Network position in Q1 2026.
Advanced Energy made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2034 holding.
Advisory Services Network first reported a position in Advanced Energy in Q1 2017 and has held it in 12 quarters since.
Advisory Services Network's Advanced Energy position peaked at $140K in Q2 2017.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.