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Plante Moran Financial Advisors’s Advanced Energy AEIS Stock Holding History

Plante Moran Financial Advisors’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 		$5.59K Hold
15
– – ﹤0.01% 627
2026
Q1 		$4.84K Hold
15
– – ﹤0.01% 573
2025
Q4 		$3.14K Hold
15
– – ﹤0.01% 691
2025
Q3 		$2.55K Buy
+15
New +$2.26K ﹤0.01% 661

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's AEIS Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Advanced Energy (AEIS) position steady in Q2 2026 at 15 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Plante Moran Financial Advisors first reported a position in AEIS in Q3 2025 and has held it in 4 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Plante Moran Financial Advisors held 15 shares of Advanced Energy worth $5.59K as of Q2 2026.
  • Plante Moran Financial Advisors left its Advanced Energy share count unchanged in Q2 2026.
  • Advanced Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #627 holding.
  • Plante Moran Financial Advisors first reported a position in Advanced Energy in Q3 2025 and has held it in 4 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.