Savant Capital’s Advanced Energy AEIS Stock Holding History

Savant Capital’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	$331K	Buy	890 +31	+4%	+$10.8K	﹤0.01%	1441
2026 Q1	$277K	Buy	+859	New	+$249K	﹤0.01%	1221

Other funds holding AEIS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Savant Capital's AEIS Position: Q2 2026 in Review

Savant Capital increased its Advanced Energy (AEIS) stake by 3.6% in Q2 2026, buying an estimated $10.8K and bringing the position to 890 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Savant Capital first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Savant Capital held 890 shares of Advanced Energy worth $331K as of Q2 2026.
Savant Capital bought 31 Advanced Energy shares in Q2 2026, an estimated $10.8K.
Advanced Energy made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1441 holding.
Savant Capital first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.