Private Advisor Group
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Private Advisor Group’s Advanced Energy AEIS Stock Holding History

Private Advisor 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
Q3 		$261K Buy
+925
New +$271K ﹤0.01% 2695
2020
Q3 		– Sell
-62
Closed -$4K – 1584
2020
Q2 		$4K Buy
+62
New +$3.69K ﹤0.01% 3301

Other funds holding AEIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Private Advisor Group's AEIS Position: Q3 2026 in Review

Private Advisor Group opened a new position in Advanced Energy (AEIS) in Q3 2026: 925 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #2695 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in AEIS as recently as Q2 2020.

Private Advisor Group first reported a position in AEIS in Q2 2020 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Private Advisor Group held 925 shares of Advanced Energy worth $261K as of Q3 2026.
  • Advanced Energy was a new Private Advisor Group position in Q3 2026.
  • Advanced Energy made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2695 holding.
  • Private Advisor Group first reported a position in Advanced Energy in Q2 2020 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.