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Hantz Financial Services’s Advanced Energy AEIS Stock Holding History

Hantz Financial Services’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 		$6.12M Sell
16,416
-5,235
-24% -$1.83M 0.08% 158
2026
Q1 		$6.99M Sell
21,651
-3,797
-15% -$1.1M 0.11% 139
2025
Q4 		$5.33M Buy
25,448
+25,312
+18,612% +$5.15M 0.08% 183
2025
Q3 		$23K Buy
136
+99
+268% +$14.9K ﹤0.01% 1507
2025
Q2 		$5K Buy
37
+34
+1,133% +$3.75K ﹤0.01% 1721
2025
Q1 		$0 Buy
+3
New +$343 ﹤0.01% 1657

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

Hantz Financial Services's AEIS Position: Q2 2026 in Review

Hantz Financial Services reduced its Advanced Energy (AEIS) stake by 24% in Q2 2026, selling an estimated $1.83M and leaving 16,416 shares worth $6.12M. The position accounts for 0.08% of the portfolio, ranked #158.

Hantz Financial Services first reported a position in AEIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.99M in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Hantz Financial Services held 16,416 shares of Advanced Energy worth $6.12M as of Q2 2026.
  • Hantz Financial Services sold 5,235 Advanced Energy shares in Q2 2026, an estimated $1.83M.
  • Advanced Energy made up 0.08% of Hantz Financial Services's portfolio in Q2 2026, its #158 holding.
  • Hantz Financial Services first reported a position in Advanced Energy in Q1 2025 and has held it in 6 quarters since.
  • Hantz Financial Services's Advanced Energy position peaked at $6.99M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.