Cerity Partners
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Cerity Partners’s Advanced Energy AEIS Stock Holding History

Cerity Partners’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 		$6.85M Sell
21,217
-732
-3% -$212K 0.01% 871
2025
Q4 		$4.6M Sell
21,949
-4,195
-16% -$854K 0.01% 957
2025
Q3 		$4.45M Buy
26,144
+8,328
+47% +$1.25M 0.01% 909
2025
Q2 		$2.36M Buy
17,816
+6,621
+59% +$729K ﹤0.01% 1140
2025
Q1 		$1.07M Buy
11,195
+7,644
+215% +$873K ﹤0.01% 1398
2024
Q4 		$398K Sell
3,551
-597
-14% -$67.1K ﹤0.01% 1893
2024
Q3 		$436K Buy
4,148
+1,302
+46% +$137K ﹤0.01% 1845
2024
Q2 		$309K Buy
2,846
+7
+0.2% +$717 ﹤0.01% 1800
2024
Q1 		$289K Buy
+2,839
New +$290K ﹤0.01% 1890
2019
Q4 		– Sell
-5,867
Closed -$337K – 532
2019
Q3 		$337K Buy
5,867
+25
+0.4% +$1.35K 0.02% 376
2019
Q2 		$329K Buy
5,842
+131
+2% +$7.02K 0.02% 377
2019
Q1 		$284K Sell
5,711
-1,395
-20% -$67.8K 0.02% 435
2018
Q4 		$305K Buy
7,106
+2,355
+50% +$105K 0.02% 399
2018
Q3 		$245K Buy
4,751
+1,112
+31% +$64.4K 0.02% 469
2018
Q2 		$211K Buy
+3,639
New +$230K 0.02% 503

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners's AEIS Position: Q1 2026 in Review

Cerity Partners reduced its Advanced Energy (AEIS) stake by 3.3% in Q1 2026, selling an estimated $212K and leaving 21,217 shares worth $6.85M. The position accounts for 0.01% of the portfolio, ranked #871.

Cerity Partners first reported a position in AEIS in Q2 2018 and has held it in 15 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Cerity Partners held 21,217 shares of Advanced Energy worth $6.85M as of Q1 2026.
  • Cerity Partners sold 732 Advanced Energy shares in Q1 2026, an estimated $212K.
  • Advanced Energy made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #871 holding.
  • Cerity Partners first reported a position in Advanced Energy in Q2 2018 and has held it in 15 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.