Creative Planning
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Creative Planning’s Advanced Energy AEIS Stock Holding History

Creative Planning’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 		$17.9M Buy
55,620
+11,776
+27% +$3.41M 0.01% 486
2025
Q4 		$9.18M Buy
43,844
+7,037
+19% +$1.43M 0.01% 659
2025
Q3 		$6.26M Buy
36,807
+9,150
+33% +$1.38M ﹤0.01% 751
2025
Q2 		$3.66M Buy
27,657
+3,460
+14% +$381K ﹤0.01% 921
2025
Q1 		$2.31M Buy
24,197
+827
+4% +$94.5K ﹤0.01% 1091
2024
Q4 		$2.7M Buy
23,370
+8,266
+55% +$929K ﹤0.01% 953
2024
Q3 		$1.59M Sell
15,104
-465
-3% -$48.8K ﹤0.01% 1210
2024
Q2 		$1.69M Buy
15,569
+6,721
+76% +$688K ﹤0.01% 1078
2024
Q1 		$902K Buy
8,848
+2,076
+31% +$212K ﹤0.01% 1401
2023
Q4 		$738K Buy
6,772
+3,059
+82% +$297K ﹤0.01% 1441
2023
Q3 		$383K Buy
3,713
+819
+28% +$91.7K ﹤0.01% 1752
2023
Q2 		$323K Buy
2,894
+745
+35% +$71K ﹤0.01% 1852
2023
Q1 		$211K Buy
+2,149
New +$202K ﹤0.01% 2094
2018
Q1 		– Sell
-3,995
Closed -$270K – 2039
2017
Q4 		$270K Buy
3,995
+1,374
+52% +$111K ﹤0.01% 1416
2017
Q3 		$212K Buy
2,621
+19
+0.7% +$1.38K ﹤0.01% 1572
2017
Q2 		$168K Buy
2,602
+181
+7% +$13.2K ﹤0.01% 1625
2017
Q1 		$166K Buy
2,421
+1,100
+83% +$68K ﹤0.01% 1603
2016
Q4 		$72K Buy
1,321
+171
+15% +$8.76K ﹤0.01% 2087
2016
Q3 		$54K Hold
1,150
– – ﹤0.01% 2295
2016
Q2 		$44K Buy
+1,150
New +$41.1K ﹤0.01% 2209
2016
Q1 		– Sell
-400
Closed -$11K – 4300
2015
Q4 		$11K Buy
+400
New +$11.4K ﹤0.01% 3231
2015
Q2 		– Sell
-1,600
Closed -$41K – 1132
2015
Q1 		$41K Sell
1,600
-400
-20% -$10.2K ﹤0.01% 2152
2014
Q4 		$47K Sell
2,000
-2,151
-52% -$43.8K ﹤0.01% 2039
2014
Q3 		$78K Buy
+4,151
New +$76.4K ﹤0.01% 1637

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $432B 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

Creative Planning's AEIS Position: Q1 2026 in Review

Creative Planning increased its Advanced Energy (AEIS) stake by 27% in Q1 2026, buying an estimated $3.41M and bringing the position to 55,620 shares worth $17.9M. The position accounts for 0.01% of the portfolio, ranked #486.

Creative Planning first reported a position in AEIS in Q3 2014 and has held it in 24 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Creative Planning held 55,620 shares of Advanced Energy worth $17.9M as of Q1 2026.
  • Creative Planning bought 11,776 Advanced Energy shares in Q1 2026, an estimated $3.41M.
  • Advanced Energy made up 0.01% of Creative Planning's portfolio in Q1 2026, its #486 holding.
  • Creative Planning first reported a position in Advanced Energy in Q3 2014 and has held it in 24 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.