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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
Q2 		$1.74M Sell
4,659
-130
-3% -$45.5K 0.02% 310
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 $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

Fiduciary Trust's AEIS Position: Q2 2026 in Review

Fiduciary Trust reduced its Advanced Energy (AEIS) stake by 2.7% in Q2 2026, selling an estimated $45.5K and leaving 4,659 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #310.

Fiduciary Trust first reported a position in AEIS in Q4 2024 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Fiduciary Trust held 4,659 shares of Advanced Energy worth $1.74M as of Q2 2026.
  • Fiduciary Trust sold 130 Advanced Energy shares in Q2 2026, an estimated $45.5K.
  • Advanced Energy made up 0.02% of Fiduciary Trust's portfolio in Q2 2026, its #310 holding.
  • Fiduciary Trust first reported a position in Advanced Energy in Q4 2024 and has held it in 7 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.