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Moloney Securities Asset Management’s Advanced Energy AEIS Stock Holding History

Moloney Securities Asset Management’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
2025
Q3 		$367K Sell
2,156
-494
-19% -$74.4K 0.04% 319
2025
Q2 		$351K Sell
2,650
-6
-0.2% -$661 0.04% 335
2025
Q1 		$253K Buy
+2,656
New +$303K 0.03% 392

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Moloney Securities Asset Management's AEIS Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Advanced Energy (AEIS) stake by 19% in Q3 2025, selling an estimated $74.4K and leaving 2,156 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #319.

Moloney Securities Asset Management first reported a position in AEIS in Q1 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold AEIS as of Q3 2025.

  • Moloney Securities Asset Management held 2,156 shares of Advanced Energy worth $367K as of Q3 2025.
  • Moloney Securities Asset Management sold 494 Advanced Energy shares in Q3 2025, an estimated $74.4K.
  • Advanced Energy made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #319 holding.
  • Moloney Securities Asset Management first reported a position in Advanced Energy in Q1 2025 and has held it in 3 quarters since.
  • 400 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.