PCS
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Personal CFO Solutions’s Advanced Energy AEIS Stock Holding History

Personal CFO 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
2026
Q2 		$273K Sell
732
-127
-15% -$44.4K 0.04% 430
2026
Q1 		$277K Buy
+859
New +$249K 0.04% 406

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

Personal CFO Solutions's AEIS Position: Q2 2026 in Review

Personal CFO Solutions reduced its Advanced Energy (AEIS) stake by 15% in Q2 2026, selling an estimated $44.4K and leaving 732 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #430.

Personal CFO Solutions first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $277K in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Personal CFO Solutions held 732 shares of Advanced Energy worth $273K as of Q2 2026.
  • Personal CFO Solutions sold 127 Advanced Energy shares in Q2 2026, an estimated $44.4K.
  • Advanced Energy made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #430 holding.
  • Personal CFO Solutions first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
  • Personal CFO Solutions's Advanced Energy position peaked at $277K in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.