MML Investors Services
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MML Investors Services’s Advanced Energy AEIS Stock Holding History

MML Investors 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 		$2.12M Sell
6,569
-1,148
-15% -$333K 0.01% 1288
2025
Q4 		$1.62M Buy
7,717
+520
+7% +$106K ﹤0.01% 1497
2025
Q3 		$1.22M Sell
7,197
-525
-7% -$79.1K ﹤0.01% 1593
2025
Q2 		$1.02M Buy
7,722
+1,221
+19% +$134K ﹤0.01% 1642
2025
Q1 		$620K Buy
6,501
+451
+7% +$51.5K ﹤0.01% 1861
2024
Q4 		$700K Buy
6,050
+357
+6% +$40.1K ﹤0.01% 1727
2024
Q3 		$599K Buy
5,693
+11
+0.2% +$1.16K ﹤0.01% 1747
2024
Q2 		$618K Sell
5,682
-260
-4% -$26.6K ﹤0.01% 1651
2024
Q1 		$606K Sell
5,942
-335
-5% -$34.2K ﹤0.01% 1696
2023
Q4 		$684K Buy
6,277
+668
+12% +$64.9K ﹤0.01% 1572
2023
Q3 		$578K Buy
5,609
+219
+4% +$24.5K ﹤0.01% 1536
2023
Q2 		$601K Buy
+5,390
New +$514K ﹤0.01% 1518
2023
Q1 		– Sell
-5,035
Closed -$432K – 2035
2022
Q4 		$432K Buy
5,035
+663
+15% +$55.7K ﹤0.01% 1578
2022
Q3 		$338K Buy
4,372
+160
+4% +$13.7K ﹤0.01% 1617
2022
Q2 		$307K Buy
4,212
+1,145
+37% +$88.5K ﹤0.01% 1668
2022
Q1 		$264K Buy
+3,067
New +$266K ﹤0.01% 1805
2021
Q4 		– Sell
-2,527
Closed -$222K – 2013
2021
Q3 		$222K Buy
2,527
+249
+11% +$23.3K ﹤0.01% 1814
2021
Q2 		$257K Buy
2,278
+439
+24% +$46.5K ﹤0.01% 1695
2021
Q1 		$201K Buy
+1,839
New +$199K ﹤0.01% 1731
2017
Q2 		– Sell
-3,094
Closed -$212K – 1276
2017
Q1 		$212K Buy
+3,094
New +$191K ﹤0.01% 715

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

MML Investors Services's AEIS Position: Q1 2026 in Review

MML Investors Services reduced its Advanced Energy (AEIS) stake by 15% in Q1 2026, selling an estimated $333K and leaving 6,569 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #1288.

MML Investors Services first reported a position in AEIS in Q1 2017 and has held it in 20 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • MML Investors Services held 6,569 shares of Advanced Energy worth $2.12M as of Q1 2026.
  • MML Investors Services sold 1,148 Advanced Energy shares in Q1 2026, an estimated $333K.
  • Advanced Energy made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1288 holding.
  • MML Investors Services first reported a position in Advanced Energy in Q1 2017 and has held it in 20 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.