PP
AEIS icon

PDS Planning’s Advanced Energy AEIS Stock Holding History

PDS Planning’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 		$290K Buy
+898
New +$260K 0.02% 402

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

PDS Planning's AEIS Position: Q1 2026 in Review

PDS Planning opened a new position in Advanced Energy (AEIS) in Q1 2026: 898 shares worth $290K. The stake represents 0.02% of the portfolio and ranks #402 among its holdings.

575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • PDS Planning held 898 shares of Advanced Energy worth $290K as of Q1 2026.
  • Advanced Energy was a new PDS Planning position in Q1 2026.
  • Advanced Energy made up 0.02% of PDS Planning's portfolio in Q1 2026, its #402 holding.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.