OPS
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Orion Portfolio Solutions’s Advanced Energy AEIS Stock Holding History

Orion Portfolio Solutions’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
Q1 		$522K Buy
5,478
+66
+1% +$7.54K 0.01% 1405
2024
Q4 		$626K Sell
5,412
-188
-3% -$21.1K 0.01% 1262
2024
Q3 		$589K Sell
5,600
-309
-5% -$32.4K 0.01% 1277
2024
Q2 		$643K Buy
5,909
+781
+15% +$80K 0.01% 1194
2024
Q1 		$523K Buy
5,128
+571
+13% +$58.2K 0.01% 1242
2023
Q4 		$471K Buy
4,557
+882
+24% +$85.7K 0.01% 1233
2023
Q3 		$379K Buy
3,675
+673
+22% +$75.4K ﹤0.01% 1299
2023
Q2 		$335K Sell
3,002
-103
-3% -$9.82K ﹤0.01% 1366
2023
Q1 		$304K Buy
+3,105
New +$292K ﹤0.01% 1345
2020
Q2 		– Sell
-1
Closed – – 2160
2020
Q1 		$0 Sell
1
-11
-92% -$698 ﹤0.01% 1877
2019
Q4 		$1K Buy
+12
New +$747 ﹤0.01% 1599

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's AEIS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Advanced Energy (AEIS) stake by 1.2% in Q1 2025, buying an estimated $7.54K and bringing the position to 5,478 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #1405.

Orion Portfolio Solutions first reported a position in AEIS in Q4 2019 and has held it in 11 quarters since. The position peaked at $643K in Q2 2024. 355 funds tracked by Wall St. Rank hold AEIS as of Q1 2025.

  • Orion Portfolio Solutions held 5,478 shares of Advanced Energy worth $522K as of Q1 2025.
  • Orion Portfolio Solutions bought 66 Advanced Energy shares in Q1 2025, an estimated $7.54K.
  • Advanced Energy made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1405 holding.
  • Orion Portfolio Solutions first reported a position in Advanced Energy in Q4 2019 and has held it in 11 quarters since.
  • Orion Portfolio Solutions's Advanced Energy position peaked at $643K in Q2 2024.
  • 355 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.