MYIA
AEIS icon

Mount Yale Investment Advisors’s Advanced Energy AEIS Stock Holding History

Mount Yale Investment 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
Q2 		$2.27M Sell
6,094
-276
-4% -$96.5K 0.04% 384
2026
Q1 		$2.06M Buy
6,370
+1,457
+30% +$422K 0.05% 364
2025
Q4 		$1.03M Sell
4,913
-155
-3% -$31.5K 0.05% 310
2025
Q3 		$862K Buy
5,068
+4,339
+595% +$653K 0.06% 308
2025
Q2 		$96.6K Buy
+729
New +$80.3K 0.01% 666
2021
Q4 		– Sell
-3,220
Closed -$283K – 457
2021
Q3 		$283K Buy
3,220
+14
+0.4% +$1.31K 0.03% 362
2021
Q2 		$361K Sell
3,206
-68
-2% -$7.21K 0.04% 291
2021
Q1 		$357K Sell
3,274
-127
-4% -$13.8K 0.05% 289
2020
Q4 		$330K Buy
+3,401
New +$289K 0.05% 288
2018
Q4 		– Sell
-735
Closed -$33K – 322
2018
Q3 		$33K Sell
735
-1,177
-62% -$68.1K 0.01% 682
2018
Q2 		$111K Buy
1,912
+35
+2% +$2.21K 0.02% 424
2018
Q1 		$120K Buy
+1,877
New +$130K 0.03% 397

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's AEIS Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Advanced Energy (AEIS) stake by 4.3% in Q2 2026, selling an estimated $96.5K and leaving 6,094 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #384.

Mount Yale Investment Advisors first reported a position in AEIS in Q1 2018 and has held it in 12 quarters since. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Mount Yale Investment Advisors held 6,094 shares of Advanced Energy worth $2.27M as of Q2 2026.
  • Mount Yale Investment Advisors sold 276 Advanced Energy shares in Q2 2026, an estimated $96.5K.
  • Advanced Energy made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #384 holding.
  • Mount Yale Investment Advisors first reported a position in Advanced Energy in Q1 2018 and has held it in 12 quarters since.
  • 682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.