CPG
AEIS icon

Cornerstone Planning Group’s Advanced Energy AEIS Stock Holding History

Cornerstone Planning Group’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 		$29.5K Sell
93
-40
-30% -$14K ﹤0.01% 554
2026
Q1 		$45.6K Buy
133
+9
+7% +$2.61K 0.01% 423
2025
Q4 		$32.7K Sell
124
-395
-76% -$80.4K 0.01% 449
2025
Q3 		$132K Buy
519
+516
+17,200% +$77.7K 0.02% 186
2025
Q2 		$419 Hold
3
– – ﹤0.01% 1350
2025
Q1 		$274 Buy
+3
New +$343 ﹤0.01% 1434

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

Cornerstone Planning Group's AEIS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Advanced Energy (AEIS) stake by 30% in Q2 2026, selling an estimated $14K and leaving 93 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Cornerstone Planning Group first reported a position in AEIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $132K in Q3 2025. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Cornerstone Planning Group held 93 shares of Advanced Energy worth $29.5K as of Q2 2026.
  • Cornerstone Planning Group sold 40 Advanced Energy shares in Q2 2026, an estimated $14K.
  • Advanced Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #554 holding.
  • Cornerstone Planning Group first reported a position in Advanced Energy in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Advanced Energy position peaked at $132K in Q3 2025.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.