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
Q2 		$508K Sell
1,362
-220
-14% -$76.9K ﹤0.01% 983
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 $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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's AEIS Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Advanced Energy (AEIS) stake by 14% in Q2 2026, selling an estimated $76.9K and leaving 1,362 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Envestnet Portfolio Solutions first reported a position in AEIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.79M in Q4 2025. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,362 shares of Advanced Energy worth $508K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 220 Advanced Energy shares in Q2 2026, an estimated $76.9K.
  • Advanced Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #983 holding.
  • Envestnet Portfolio Solutions first reported a position in Advanced Energy in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Advanced Energy position peaked at $1.79M in Q4 2025.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.