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 Q2	$334K	Sell	897 -1	-0.1%	-$350	0.02%	397
2026 Q1	$290K	Buy	+898	New	+$260K	0.02%	402

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PDS Planning's AEIS Position: Q2 2026 in Review

PDS Planning reduced its Advanced Energy (AEIS) stake by 0.11% in Q2 2026, selling an estimated $350 and leaving 897 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #397.

PDS Planning first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

PDS Planning held 897 shares of Advanced Energy worth $334K as of Q2 2026.
PDS Planning sold 1 Advanced Energy share in Q2 2026, an estimated $350.
Advanced Energy made up 0.02% of PDS Planning's portfolio in Q2 2026, its #397 holding.
PDS Planning first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.