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
Q2 		$8.54M Buy
22,892
+1,675
+8% +$586K 0.01% 848
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 $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

Cerity Partners's AEIS Position: Q2 2026 in Review

Cerity Partners increased its Advanced Energy (AEIS) stake by 7.9% in Q2 2026, buying an estimated $586K and bringing the position to 22,892 shares worth $8.54M. The position accounts for 0.01% of the portfolio, ranked #848.

Cerity Partners first reported a position in AEIS in Q2 2018 and has held it in 16 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Cerity Partners held 22,892 shares of Advanced Energy worth $8.54M as of Q2 2026.
  • Cerity Partners bought 1,675 Advanced Energy shares in Q2 2026, an estimated $586K.
  • Advanced Energy made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #848 holding.
  • Cerity Partners first reported a position in Advanced Energy in Q2 2018 and has held it in 16 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.