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Hughes Financial Services’s Advanced Energy AEIS Stock Holding History

Hughes 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 		$5.59K Buy
15
+4
+36% +$1.4K ﹤0.01% 487
2026
Q1 		$3.55K Buy
11
+1
+10% +$290 ﹤0.01% 484
2025
Q4 		$2.09K Sell
10
-2
-17% -$407 ﹤0.01% 542
2025
Q3 		$2.63K Hold
12
– – ﹤0.01% 495
2025
Q2 		$1.68K Buy
12
+7
+140% +$771 ﹤0.01% 593
2025
Q1 		$476 Buy
+5
New +$571 ﹤0.01% 946

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 $3.38T AUM 44.17% 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

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

Hughes Financial Services increased its Advanced Energy (AEIS) stake by 36% in Q2 2026, buying an estimated $1.4K and bringing the position to 15 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Hughes Financial Services first reported a position in AEIS in Q1 2025 and has held it in 6 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Hughes Financial Services held 15 shares of Advanced Energy worth $5.59K as of Q2 2026.
  • Hughes Financial Services bought 4 Advanced Energy shares in Q2 2026, an estimated $1.4K.
  • Advanced Energy made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #487 holding.
  • Hughes Financial Services first reported a position in Advanced Energy in Q1 2025 and has held it in 6 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.