Envestnet Portfolio Solutions
AEIS icon

Envestnet Portfolio Solutions’s Advanced Energy AEIS Stock Holding History

Envestnet Portfolio Solutions’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 		$510K Sell
1,582
-6,989
-82% -$2.03M ﹤0.01% 891
2025
Q4 		$1.79M Buy
8,571
+723
+9% +$147K 0.01% 571
2025
Q3 		$1.34M Sell
7,848
-607
-7% -$91.4K ﹤0.01% 650
2025
Q2 		$1.12M Buy
8,455
+3,352
+66% +$369K ﹤0.01% 749
2025
Q1 		$486K Sell
5,103
-1,654
-24% -$189K ﹤0.01% 1062
2024
Q4 		$781K Sell
6,757
-72
-1% -$8.1K ﹤0.01% 1038
2024
Q3 		$719K Buy
6,829
+524
+8% +$55K ﹤0.01% 1031
2024
Q2 		$686K Buy
6,305
+890
+16% +$91.1K ﹤0.01% 999
2024
Q1 		$552K Buy
5,415
+79
+1% +$8.06K ﹤0.01% 1080
2023
Q4 		$581K Sell
5,336
-246
-4% -$23.9K ﹤0.01% 986
2023
Q3 		$576K Buy
+5,582
New +$625K ﹤0.01% 927

Other funds holding AEIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $431B 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