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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
Q2 		$267K Sell
717
-496
-41% -$173K ﹤0.01% 1375
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
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

Principal Securities's AEIS Position: Q2 2026 in Review

Principal Securities reduced its Advanced Energy (AEIS) stake by 41% in Q2 2026, selling an estimated $173K and leaving 717 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Principal Securities first reported a position in AEIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $391K in Q1 2026. 680 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Principal Securities held 717 shares of Advanced Energy worth $267K as of Q2 2026.
  • Principal Securities sold 496 Advanced Energy shares in Q2 2026, an estimated $173K.
  • Advanced Energy made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1375 holding.
  • Principal Securities first reported a position in Advanced Energy in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Advanced Energy position peaked at $391K in Q1 2026.
  • 680 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.