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Clearstead Advisors’s Advanced Energy AEIS Stock Holding History

Clearstead 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 		$440K Buy
1,180
+235
+25% +$82.2K ﹤0.01% 793
2026
Q1 		$305K Buy
945
+908
+2,454% +$263K ﹤0.01% 854
2025
Q4 		$7.75K Buy
37
+4
+12% +$814 ﹤0.01% 1937
2025
Q3 		$5.62K Sell
33
-2,141
-98% -$322K ﹤0.01% 2114
2025
Q2 		$288K Buy
2,174
+33
+2% +$3.63K ﹤0.01% 776
2025
Q1 		$204K Sell
2,141
-84
-4% -$9.6K ﹤0.01% 832
2024
Q4 		$257K Buy
2,225
+7
+0.3% +$787 ﹤0.01% 778
2024
Q3 		$233K Hold
2,218
– – ﹤0.01% 802
2024
Q2 		$241K Buy
+2,218
New +$227K ﹤0.01% 758

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

Clearstead Advisors's AEIS Position: Q2 2026 in Review

Clearstead Advisors increased its Advanced Energy (AEIS) stake by 25% in Q2 2026, buying an estimated $82.2K and bringing the position to 1,180 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Clearstead Advisors first reported a position in AEIS in Q2 2024 and has held it in 9 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Clearstead Advisors held 1,180 shares of Advanced Energy worth $440K as of Q2 2026.
  • Clearstead Advisors bought 235 Advanced Energy shares in Q2 2026, an estimated $82.2K.
  • Advanced Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #793 holding.
  • Clearstead Advisors first reported a position in Advanced Energy in Q2 2024 and has held it in 9 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.