Cornerstone Planning Group
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
Q3 		– Sell
-93
Closed -$29.5K – 207
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Cornerstone Planning Group's AEIS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Advanced Energy (AEIS) in Q3 2026, closing a stake of 93 shares — an estimated $29.5K sold.

Cornerstone Planning Group first reported a position in AEIS in Q1 2025 and held it in 6 quarters. The position peaked at $132K in Q3 2025. 95 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Advanced Energy position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 93 Advanced Energy shares in Q3 2026, an estimated $29.5K.
  • Cornerstone Planning Group first reported a position in Advanced Energy in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's Advanced Energy position peaked at $132K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.