Principal Securities’s Advanced Energy AEIS Stock Holding History

Principal Securities’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	$391K	Buy	1,213 +61	+5%	+$17.7K	0.01%	1084
2025 Q4	$241K	Buy	1,152 +90	+8%	+$18.3K	﹤0.01%	1235
2025 Q3	$181K	Buy	1,062 +174	+20%	+$26.2K	﹤0.01%	1335
2025 Q2	$118K	Sell	888 -101	-10%	-$11.1K	﹤0.01%	1472
2025 Q1	$114K	Hold	989	–	–	﹤0.01%	1375
2024 Q4	$114K	Buy	989 +137	+16%	+$15.4K	﹤0.01%	1375
2024 Q3	$89.7K	Sell	852 -4	-0.5%	-$420	﹤0.01%	1446
2024 Q2	$93.1K	Buy	856 +30	+4%	+$3.07K	﹤0.01%	1361
2024 Q1	$84.2K	Buy	826 +24	+3%	+$2.45K	﹤0.01%	1349
2023 Q4	$87.4K	Buy	+802	New	+$78K	﹤0.01%	1235

Other funds holding AEIS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return