SageView Advisory Group’s Advanced Energy AEIS Stock Holding History

SageView Advisory 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 Q1	–	Sell	-441	Closed	-$92.4K	–	611
2025 Q4	$92.4K	Buy	+441	New	+$89.7K	﹤0.01%	851

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SageView Advisory Group's AEIS Position: Q1 2026 in Review

SageView Advisory Group sold out of Advanced Energy (AEIS) in Q1 2026, closing a stake of 441 shares — an estimated $92.4K sold.

SageView Advisory Group first reported a position in AEIS in Q4 2025 and held it in 1 quarter. The position peaked at $92.4K in Q4 2025. 579 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

SageView Advisory Group reported no remaining Advanced Energy position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 441 Advanced Energy shares in Q1 2026, an estimated $92.4K.
SageView Advisory Group first reported a position in Advanced Energy in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Advanced Energy position peaked at $92.4K in Q4 2025.
579 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.