First Horizon Advisors’s Advanced Energy AEIS Stock Holding History

First Horizon Advisors’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
2025 Q2	$72.7K	Buy	549 +38	+7%	+$4.19K	﹤0.01%	821
2025 Q1	$48.7K	Hold	511	–	–	﹤0.01%	943
2024 Q4	$59.1K	Sell	511 -61	-11%	-$6.86K	﹤0.01%	881
2024 Q3	$60.2K	Buy	572 +31	+6%	+$3.25K	﹤0.01%	905
2024 Q2	$58.8K	Sell	541 -531	-50%	-$54.4K	﹤0.01%	853
2024 Q1	$109K	Buy	1,072 +36	+3%	+$3.67K	﹤0.01%	665
2023 Q4	$113K	Hold	1,036	–	–	﹤0.01%	632
2023 Q3	$107K	Hold	1,036	–	–	﹤0.01%	614
2023 Q2	$115K	Hold	1,036	–	–	﹤0.01%	606
2023 Q1	$102K	Sell	1,036 -47	-4%	-$4.43K	﹤0.01%	635
2022 Q4	$92.9K	Buy	1,083 +74	+7%	+$6.21K	﹤0.01%	645
2022 Q3	$76K	Sell	1,009 -823	-45%	-$70.6K	﹤0.01%	689
2022 Q2	$133K	Buy	1,832 +1,827	+36,540%	+$141K	﹤0.01%	559
2022 Q1	$0	Sell	5 -14	-74%	-$1.21K	﹤0.01%	1712
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	2054
2021 Q3	$1K	Sell	19 -376	-95%	-$35.2K	﹤0.01%	2066
2021 Q2	$44K	Sell	395 -70	-15%	-$7.42K	﹤0.01%	833
2021 Q1	$50K	Buy	465 +19	+4%	+$2.06K	﹤0.01%	738
2020 Q4	$42K	Hold	446	–	–	﹤0.01%	660
2020 Q3	$27K	Hold	446	–	–	﹤0.01%	714
2020 Q2	$29K	Buy	446 +178	+66%	+$10.6K	﹤0.01%	671
2020 Q1	$12K	Hold	268	–	–	﹤0.01%	886
2019 Q4	$18K	Hold	268	–	–	﹤0.01%	886
2019 Q3	$15K	Hold	268	–	–	﹤0.01%	935
2019 Q2	$15K	Hold	268	–	–	﹤0.01%	946
2019 Q1	$12K	Hold	268	–	–	﹤0.01%	986
2018 Q4	$10K	Hold	268	–	–	﹤0.01%	1005
2018 Q3	$12K	Hold	268	–	–	﹤0.01%	1026
2018 Q2	$15K	Hold	268	–	–	﹤0.01%	986
2018 Q1	$17K	Hold	268	–	–	﹤0.01%	838
2017 Q4	$17K	Hold	268	–	–	﹤0.01%	855
2017 Q3	$21K	Hold	268	–	–	﹤0.01%	774
2017 Q2	$18K	Hold	268	–	–	﹤0.01%	814
2017 Q1	$19K	Hold	268	–	–	﹤0.01%	824
2016 Q4	$11K	Hold	268	–	–	﹤0.01%	964
2016 Q3	$11K	Hold	268	–	–	﹤0.01%	956
2016 Q2	$9K	Buy	268 +98	+58%	+$3.5K	﹤0.01%	977
2016 Q1	$5K	Buy	+170	New	+$4.97K	﹤0.01%	1129
2014 Q2	–	Sell	-508	Closed	-$12K	–	1472
2014 Q1	$12K	Sell	508 -64	-11%	-$1.67K	﹤0.01%	915
2013 Q4	$15K	Buy	572 +87	+18%	+$1.86K	﹤0.01%	819
2013 Q3	$8K	Hold	485	–	–	﹤0.01%	870
2013 Q2	$8K	Buy	+485	New	+$8.67K	﹤0.01%	558

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Horizon Advisors's AEIS Position: Q2 2025 in Review

First Horizon Advisors increased its Advanced Energy (AEIS) stake by 7.4% in Q2 2025, buying an estimated $4.19K and bringing the position to 549 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

First Horizon Advisors first reported a position in AEIS in Q2 2013 and has held it in 42 quarters since. The position peaked at $133K in Q2 2022. 371 funds tracked by Wall St. Rank hold AEIS as of Q2 2025.

First Horizon Advisors held 549 shares of Advanced Energy worth $72.7K as of Q2 2025.
First Horizon Advisors bought 38 Advanced Energy shares in Q2 2025, an estimated $4.19K.
Advanced Energy made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #821 holding.
First Horizon Advisors first reported a position in Advanced Energy in Q2 2013 and has held it in 42 quarters since.
First Horizon Advisors's Advanced Energy position peaked at $133K in Q2 2022.
371 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.