EI
AEIS icon

Ethic Inc’s Advanced Energy AEIS Stock Holding History

Ethic Inc’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 		$1.5M Sell
4,012
-617
-13% -$216K 0.02% 600
2026
Q1 		$1.49M Sell
4,629
-282
-6% -$81.7K 0.02% 535
2025
Q4 		$1.03M Sell
4,911
-267
-5% -$54.3K 0.02% 634
2025
Q3 		$881K Sell
5,178
-364
-7% -$54.8K 0.01% 666
2025
Q2 		$733K Buy
5,542
+942
+20% +$104K 0.01% 710
2025
Q1 		$438K Buy
4,600
+976
+27% +$112K 0.01% 833
2024
Q4 		$419K Sell
3,624
-299
-8% -$33.6K 0.01% 855
2024
Q3 		$400K Buy
3,923
+565
+17% +$59.3K 0.01% 816
2024
Q2 		$365K Sell
3,358
-565
-14% -$57.8K 0.01% 854
2024
Q1 		$400K Sell
3,923
-268
-6% -$27.3K 0.01% 815
2023
Q4 		$456K Buy
4,191
+716
+21% +$69.6K 0.01% 763
2023
Q3 		$358K Buy
3,475
+1,289
+59% +$144K 0.01% 763
2023
Q2 		$244K Buy
+2,186
New +$208K 0.01% 856

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

Ethic Inc's AEIS Position: Q2 2026 in Review

Ethic Inc reduced its Advanced Energy (AEIS) stake by 13% in Q2 2026, selling an estimated $216K and leaving 4,012 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #600.

Ethic Inc first reported a position in AEIS in Q2 2023 and has held it in 13 quarters since. 680 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Ethic Inc held 4,012 shares of Advanced Energy worth $1.5M as of Q2 2026.
  • Ethic Inc sold 617 Advanced Energy shares in Q2 2026, an estimated $216K.
  • Advanced Energy made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #600 holding.
  • Ethic Inc first reported a position in Advanced Energy in Q2 2023 and has held it in 13 quarters since.
  • 680 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.