KAS
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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
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

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

Kestra Advisory Services's AEIS Position: Q1 2026 in Review

Kestra Advisory Services sold out of Advanced Energy (AEIS) in Q1 2026, closing a stake of 1,433 shares — an estimated $300K sold.

Kestra Advisory Services first reported a position in AEIS in Q4 2024 and held it in 2 quarters. The position peaked at $300K in Q4 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Kestra Advisory Services reported no remaining Advanced Energy position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,433 Advanced Energy shares in Q1 2026, an estimated $300K.
  • Kestra Advisory Services first reported a position in Advanced Energy in Q4 2024 and held it in 2 quarters.
  • Kestra Advisory Services's Advanced Energy position peaked at $300K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.