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
2017 Q3	–	Sell	-1,000	Closed	-$2K	–	1909
2017 Q2	$2K	Buy	+1,000	New	+$73.1K	﹤0.01%	4273

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's AEIS Position: Q2 2026 in Review

Creative Planning increased its Advanced Energy (AEIS) stake by 4.1% in Q2 2026, buying an estimated $800K and bringing the position to 57,907 shares worth $21.6M. The position accounts for 0.01% of the portfolio, ranked #481.

Creative Planning first reported a position in AEIS in Q3 2014 and has held it in 25 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Creative Planning held 57,907 shares of Advanced Energy worth $21.6M as of Q2 2026.
Creative Planning bought 2,287 Advanced Energy shares in Q2 2026, an estimated $800K.
Advanced Energy made up 0.01% of Creative Planning's portfolio in Q2 2026, its #481 holding.
Creative Planning first reported a position in Advanced Energy in Q3 2014 and has held it in 25 quarters since.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.