HFS
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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
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 $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

Hantz Financial Services's AEIS Position: Q1 2026 in Review

Hantz Financial Services reduced its Advanced Energy (AEIS) stake by 15% in Q1 2026, selling an estimated $1.1M and leaving 21,651 shares worth $6.99M. The position accounts for 0.11% of the portfolio, ranked #139.

Hantz Financial Services first reported a position in AEIS in Q1 2025 and has held it in 5 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Hantz Financial Services held 21,651 shares of Advanced Energy worth $6.99M as of Q1 2026.
  • Hantz Financial Services sold 3,797 Advanced Energy shares in Q1 2026, an estimated $1.1M.
  • Advanced Energy made up 0.11% of Hantz Financial Services's portfolio in Q1 2026, its #139 holding.
  • Hantz Financial Services first reported a position in Advanced Energy in Q1 2025 and has held it in 5 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.