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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $431B 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