Cetera Investment Advisers
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Cetera Investment Advisers’s Advanced Energy AEIS Stock Holding History

Cetera Investment Advisers’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 		$6.48M Sell
17,389
-3,118
-15% -$1.09M 0.01% 1432
2026
Q1 		$6.62M Sell
20,507
-2,044
-9% -$592K 0.01% 1319
2025
Q4 		$4.72M Sell
22,551
-1,765
-7% -$359K 0.01% 1498
2025
Q3 		$4.14M Buy
24,316
+21,402
+734% +$3.22M ﹤0.01% 1563
2025
Q2 		$386K Sell
2,914
-246
-8% -$27.1K ﹤0.01% 3173
2025
Q1 		$301K Sell
3,160
-140
-4% -$16K ﹤0.01% 3261
2024
Q4 		$382K Sell
3,300
-598
-15% -$67.2K ﹤0.01% 2910
2024
Q3 		$410K Sell
3,898
-79
-2% -$8.29K ﹤0.01% 2820
2024
Q2 		$433K Sell
3,977
-371
-9% -$38K ﹤0.01% 2702
2024
Q1 		$443K Buy
+4,348
New +$443K ﹤0.01% 2695

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's AEIS Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Advanced Energy (AEIS) stake by 15% in Q2 2026, selling an estimated $1.09M and leaving 17,389 shares worth $6.48M. The position accounts for 0.01% of the portfolio, ranked #1432.

Cetera Investment Advisers first reported a position in AEIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.62M in Q1 2026. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Cetera Investment Advisers held 17,389 shares of Advanced Energy worth $6.48M as of Q2 2026.
  • Cetera Investment Advisers sold 3,118 Advanced Energy shares in Q2 2026, an estimated $1.09M.
  • Advanced Energy made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1432 holding.
  • Cetera Investment Advisers first reported a position in Advanced Energy in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Advanced Energy position peaked at $6.62M in Q1 2026.
  • 682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.