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
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
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.