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Pinnacle Wealth Management Advisory Group’s Advanced Energy AEIS Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		– Sell
-1,455
Closed -$305K – 546
2025
Q4 		$305K Hold
1,455
– – 0.02% 406
2025
Q3 		$248K Buy
+1,455
New +$219K 0.02% 346

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's AEIS Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Advanced Energy (AEIS) in Q1 2026, closing a stake of 1,455 shares — an estimated $305K sold.

Pinnacle Wealth Management Advisory Group first reported a position in AEIS in Q3 2025 and held it in 2 quarters. The position peaked at $305K in Q4 2025. 579 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Advanced Energy position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 1,455 Advanced Energy shares in Q1 2026, an estimated $305K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Advanced Energy in Q3 2025 and held it in 2 quarters.
  • Pinnacle Wealth Management Advisory Group's Advanced Energy position peaked at $305K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.