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Rise Advisors’s Advanced Energy AEIS Stock Holding History

Rise 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
2025
Q4 		– Sell
-101
Closed -$17.2K – 126
2025
Q3 		$17.2K Buy
101
+4
+4% +$602 0.01% 669
2025
Q2 		$12.9K Buy
97
+4
+4% +$441 0.01% 837
2025
Q1 		$8.86K Sell
93
-158
-63% -$18.1K ﹤0.01% 1060
2024
Q4 		$29K Buy
251
+1
+0.4% +$112 0.01% 409
2024
Q3 		$26.4K Hold
250
– – 0.01% 488
2024
Q2 		$27.2K Hold
250
– – 0.01% 428
2024
Q1 		$25.5K Buy
+250
New +$25.5K 0.01% 481

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Rise Advisors's AEIS Position: Q4 2025 in Review

Rise Advisors sold out of Advanced Energy (AEIS) in Q4 2025, closing a stake of 101 shares — an estimated $17.2K sold.

Rise Advisors first reported a position in AEIS in Q1 2024 and held it in 7 quarters. The position peaked at $29K in Q4 2024. 465 funds tracked by Wall St. Rank hold AEIS as of Q4 2025.

  • Rise Advisors reported no remaining Advanced Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 101 Advanced Energy shares in Q4 2025, an estimated $17.2K.
  • Rise Advisors first reported a position in Advanced Energy in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Advanced Energy position peaked at $29K in Q4 2024.
  • 465 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.