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Pinnacle Wealth Planning Services’s Advanced Energy AEIS Stock Holding History

Pinnacle Wealth Planning Services’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 		$39.2K Sell
105
-4
-4% -$1.4K ﹤0.01% 1445
2026
Q1 		$35.2K Sell
109
-692
-86% -$201K ﹤0.01% 1396
2025
Q4 		$168K Buy
+801
New +$163K 0.02% 536
2021
Q1 		– Sell
-113
Closed -$11K – 371
2020
Q4 		$11K Buy
+113
New +$9.62K ﹤0.01% 1344

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

Pinnacle Wealth Planning Services's AEIS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Advanced Energy (AEIS) stake by 3.7% in Q2 2026, selling an estimated $1.4K and leaving 105 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Pinnacle Wealth Planning Services first reported a position in AEIS in Q4 2020 and has held it in 4 quarters since. The position peaked at $168K in Q4 2025. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 105 shares of Advanced Energy worth $39.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 Advanced Energy shares in Q2 2026, an estimated $1.4K.
  • Advanced Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1445 holding.
  • Pinnacle Wealth Planning Services first reported a position in Advanced Energy in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Advanced Energy position peaked at $168K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.