KF
AEIS icon

Krilogy Financial’s Advanced Energy AEIS Stock Holding History

Krilogy Financial’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 		$339K Buy
908
+77
+9% +$26.9K 0.01% 772
2026
Q1 		$309K Buy
831
+2
+0.2% +$580 0.01% 731
2025
Q4 		$218K Buy
+829
New +$169K 0.01% 843

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 $3.37T AUM 44.26% 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

Krilogy Financial's AEIS Position: Q2 2026 in Review

Krilogy Financial increased its Advanced Energy (AEIS) stake by 9.3% in Q2 2026, buying an estimated $26.9K and bringing the position to 908 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #772.

Krilogy Financial first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Krilogy Financial held 908 shares of Advanced Energy worth $339K as of Q2 2026.
  • Krilogy Financial bought 77 Advanced Energy shares in Q2 2026, an estimated $26.9K.
  • Advanced Energy made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #772 holding.
  • Krilogy Financial first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.