EF
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Empowered Funds’s Advanced Energy AEIS Stock Holding History

Empowered Funds’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 		– Sell
-1,210
Closed -$390K – 2117
2026
Q1 		$390K Buy
+1,210
New +$351K ﹤0.01% 1719
2025
Q4 		– Sell
-1,226
Closed -$209K – 1014
2025
Q3 		$209K Buy
+1,226
New +$185K ﹤0.01% 1712
2017
Q4 		– Sell
-10,166
Closed -$821K – 94
2017
Q3 		$821K Buy
10,166
+1,493
+17% +$108K 0.53% 54
2017
Q2 		$561K Sell
8,673
-2,739
-24% -$200K 0.45% 92
2017
Q1 		$782K Buy
+11,412
New +$705K 0.8% 43

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

Empowered Funds's AEIS Position: Q2 2026 in Review

Empowered Funds sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 1,210 shares — an estimated $390K sold.

Empowered Funds first reported a position in AEIS in Q1 2017 and held it in 5 quarters. The position peaked at $821K in Q3 2017. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Empowered Funds reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • Empowered Funds sold 1,210 Advanced Energy shares in Q2 2026, an estimated $390K.
  • Empowered Funds first reported a position in Advanced Energy in Q1 2017 and held it in 5 quarters.
  • Empowered Funds's Advanced Energy position peaked at $821K in Q3 2017.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.