McMillan Office’s Advanced Energy AEIS Stock Holding History

McMillan Office’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	$10.1K	Hold	27	–	–	﹤0.01%	398
2026 Q1	$8.71K	Hold	27	–	–	﹤0.01%	396
2025 Q4	$5.65K	Buy	+27	New	+$5.5K	﹤0.01%	411

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McMillan Office's AEIS Position: Q2 2026 in Review

McMillan Office held its Advanced Energy (AEIS) position steady in Q2 2026 at 27 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

McMillan Office 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.

McMillan Office held 27 shares of Advanced Energy worth $10.1K as of Q2 2026.
McMillan Office left its Advanced Energy share count unchanged in Q2 2026.
Advanced Energy made up ﹤0.01% of McMillan Office's portfolio in Q2 2026, its #398 holding.
McMillan Office 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 McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.