Lido Advisors
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Lido Advisors’s Advanced Energy AEIS Stock Holding History

Lido Advisors’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 		$731K Buy
2,594
+1,584
+157% +$464K ﹤0.01% 1271
2026
Q2 		$377K Buy
1,010
+331
+49% +$116K ﹤0.01% 1632
2026
Q1 		$219K Buy
+679
New +$197K ﹤0.01% 1735

Other funds holding AEIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Lido Advisors's AEIS Position: Q3 2026 in Review

Lido Advisors increased its Advanced Energy (AEIS) stake by 157% in Q3 2026, buying an estimated $464K and bringing the position to 2,594 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Lido Advisors first reported a position in AEIS in Q1 2026 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Lido Advisors held 2,594 shares of Advanced Energy worth $731K as of Q3 2026.
  • Lido Advisors bought 1,584 Advanced Energy shares in Q3 2026, an estimated $464K.
  • Advanced Energy made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1271 holding.
  • Lido Advisors first reported a position in Advanced Energy in Q1 2026 and has held it in 3 quarters since.
  • 427 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.