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MOTCO’s Advanced Energy AEIS Stock Holding History

MOTCO’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 		$373 Buy
+1
New +$350 ﹤0.01% 730
2017
Q3 		– Sell
-73
Closed -$5K – 554
2017
Q2 		$5K Hold
73
– – ﹤0.01% 527
2017
Q1 		$5K Buy
+73
New +$4.51K ﹤0.01% 549

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

MOTCO's AEIS Position: Q2 2026 in Review

MOTCO opened a new position in Advanced Energy (AEIS) in Q2 2026: 1 share worth $373. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: MOTCO previously reported a position in AEIS as recently as Q2 2017.

MOTCO first reported a position in AEIS in Q1 2017 and has held it in 3 quarters since. The position peaked at $5K in Q2 2017. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • MOTCO held 1 share of Advanced Energy worth $373 as of Q2 2026.
  • Advanced Energy was a new MOTCO position in Q2 2026.
  • Advanced Energy made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #730 holding.
  • MOTCO first reported a position in Advanced Energy in Q1 2017 and has held it in 3 quarters since.
  • MOTCO's Advanced Energy position peaked at $5K in Q2 2017.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.