FT
AEIS icon

Fiduciary Trust’s Advanced Energy AEIS Stock Holding History

Fiduciary Trust’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 		$1.55M Buy
4,789
+8
+0.2% +$2.32K 0.02% 324
2025
Q4 		$1M Sell
4,781
-941
-16% -$192K 0.01% 415
2025
Q3 		$974K Buy
5,722
+575
+11% +$86.6K 0.01% 417
2025
Q2 		$682K Buy
5,147
+1,047
+26% +$115K 0.01% 475
2025
Q1 		$391K Buy
4,100
+2,212
+117% +$253K 0.01% 587
2024
Q4 		$218K Buy
+1,888
New +$212K ﹤0.01% 641

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

Fiduciary Trust's AEIS Position: Q1 2026 in Review

Fiduciary Trust increased its Advanced Energy (AEIS) stake by 0.17% in Q1 2026, buying an estimated $2.32K and bringing the position to 4,789 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #324.

Fiduciary Trust first reported a position in AEIS in Q4 2024 and has held it in 6 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Fiduciary Trust held 4,789 shares of Advanced Energy worth $1.55M as of Q1 2026.
  • Fiduciary Trust bought 8 Advanced Energy shares in Q1 2026, an estimated $2.32K.
  • Advanced Energy made up 0.02% of Fiduciary Trust's portfolio in Q1 2026, its #324 holding.
  • Fiduciary Trust first reported a position in Advanced Energy in Q4 2024 and has held it in 6 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.