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Journey Retirement Planning & Investment Management’s Advanced Energy AEIS Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-1,191
Closed -$249K – 137
2025
Q4 		$249K Buy
+1,191
New +$242K 0.05% 219

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Journey Retirement Planning & Investment Management's AEIS Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Advanced Energy (AEIS) in Q1 2026, closing a stake of 1,191 shares — an estimated $249K sold.

Journey Retirement Planning & Investment Management first reported a position in AEIS in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 576 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Advanced Energy position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,191 Advanced Energy shares in Q1 2026, an estimated $249K.
  • Journey Retirement Planning & Investment Management first reported a position in Advanced Energy in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Advanced Energy position peaked at $249K in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.