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Ritter Daniher Financial Advisory’s Advanced Energy AEIS Stock Holding History

Ritter Daniher Financial Advisory’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 		$28K Sell
75
-100
-57% -$35K ﹤0.01% 331
2026
Q1 		$56.5K Buy
175
+100
+133% +$29K 0.01% 264
2025
Q4 		$15.7K Buy
+75
New +$15.3K ﹤0.01% 378

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

Ritter Daniher Financial Advisory's AEIS Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Advanced Energy (AEIS) stake by 57% in Q2 2026, selling an estimated $35K and leaving 75 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Ritter Daniher Financial Advisory first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.5K in Q1 2026. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Ritter Daniher Financial Advisory held 75 shares of Advanced Energy worth $28K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 100 Advanced Energy shares in Q2 2026, an estimated $35K.
  • Advanced Energy made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #331 holding.
  • Ritter Daniher Financial Advisory first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's Advanced Energy position peaked at $56.5K in Q1 2026.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.