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Bell Investment Advisors’s Advanced Energy AEIS Stock Holding History

Bell Investment Advisors’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 		$21.3K Hold
57
– – ﹤0.01% 450
2026
Q1 		$18.4K Buy
57
+4
+8% +$1.16K ﹤0.01% 464
2025
Q4 		$11.1K Buy
53
+34
+179% +$6.92K ﹤0.01% 652
2025
Q3 		$3.23K Sell
19
-42
-69% -$6.32K ﹤0.01% 1123
2025
Q2 		$8.08K Buy
61
+12
+24% +$1.32K ﹤0.01% 765
2025
Q1 		$4.67K Buy
49
+13
+36% +$1.49K ﹤0.01% 944
2024
Q4 		$4.16K Hold
36
– – ﹤0.01% 1007
2024
Q3 		$3.79K Hold
36
– – ﹤0.01% 1081
2024
Q2 		$3.92K Buy
36
+23
+177% +$2.35K ﹤0.01% 1045
2024
Q1 		$1.33K Hold
13
– – ﹤0.01% 1508
2023
Q4 		$1.42K Sell
13
-6
-32% -$583 ﹤0.01% 1471
2023
Q3 		$1.96K Sell
19
-12
-39% -$1.34K ﹤0.01% 1275
2023
Q2 		$3.46K Buy
31
+11
+55% +$1.05K ﹤0.01% 1010
2023
Q1 		$1.96K Buy
20
+6
+43% +$565 ﹤0.01% 1276
2022
Q4 		$1.2K Sell
14
-26
-65% -$2.18K ﹤0.01% 1503
2022
Q3 		$3K Buy
40
+13
+48% +$1.12K ﹤0.01% 862
2022
Q2 		$2K Buy
+27
New +$2.09K ﹤0.01% 1074
2021
Q4 		$1K Buy
+6
New +$534 ﹤0.01% 1309

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's AEIS Position: Q2 2026 in Review

Bell Investment Advisors held its Advanced Energy (AEIS) position steady in Q2 2026 at 57 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Bell Investment Advisors first reported a position in AEIS in Q4 2021 and has held it in 18 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Bell Investment Advisors held 57 shares of Advanced Energy worth $21.3K as of Q2 2026.
  • Bell Investment Advisors left its Advanced Energy share count unchanged in Q2 2026.
  • Advanced Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #450 holding.
  • Bell Investment Advisors first reported a position in Advanced Energy in Q4 2021 and has held it in 18 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.