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Keating Financial Advisory Services’s Advanced Energy AEIS Stock Holding History

Keating Financial Advisory 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 		$18.6K Buy
50
+4
+9% +$1.4K ﹤0.01% 1014
2026
Q1 		$14.8K Buy
46
+2
+5% +$580 ﹤0.01% 1002
2025
Q4 		$9.21K Buy
+44
New +$8.95K ﹤0.01% 1121

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

Keating Financial Advisory Services's AEIS Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Advanced Energy (AEIS) stake by 8.7% in Q2 2026, buying an estimated $1.4K and bringing the position to 50 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Keating Financial Advisory Services first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Keating Financial Advisory Services held 50 shares of Advanced Energy worth $18.6K as of Q2 2026.
  • Keating Financial Advisory Services bought 4 Advanced Energy shares in Q2 2026, an estimated $1.4K.
  • Advanced Energy made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1014 holding.
  • Keating Financial Advisory Services first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.