Kestra Advisory Services
AEIS icon

Kestra Advisory Services’s Advanced Energy AEIS Stock Holding History

Kestra 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
Q3 		$841K Buy
2,984
+71
+2% +$20.8K ﹤0.01% 2084
2026
Q2 		$1.09M Buy
+2,913
New +$1.02M ﹤0.01% 1764
2026
Q1 		– Sell
-1,433
Closed -$300K – 3137
2025
Q4 		$300K Buy
+1,433
New +$292K ﹤0.01% 2540
2025
Q1 		– Sell
-2,459
Closed -$284K – 2752
2024
Q4 		$284K Buy
+2,459
New +$276K ﹤0.01% 2261

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services's AEIS Position: Q3 2026 in Review

Kestra Advisory Services increased its Advanced Energy (AEIS) stake by 2.4% in Q3 2026, buying an estimated $20.8K and bringing the position to 2,984 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Kestra Advisory Services first reported a position in AEIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.09M in Q2 2026. 237 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Kestra Advisory Services held 2,984 shares of Advanced Energy worth $841K as of Q3 2026.
  • Kestra Advisory Services bought 71 Advanced Energy shares in Q3 2026, an estimated $20.8K.
  • Advanced Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2084 holding.
  • Kestra Advisory Services first reported a position in Advanced Energy in Q4 2024 and has held it in 4 quarters since.
  • Kestra Advisory Services's Advanced Energy position peaked at $1.09M in Q2 2026.
  • 237 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.