SAI
AEIS icon

Savvy Advisors Inc’s Advanced Energy AEIS Stock Holding History

Savvy Advisors Inc’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 		$656K Sell
1,760
-39
-2% -$13.6K 0.01% 677
2026
Q1 		$581K Buy
1,799
+87
+5% +$25.2K 0.02% 610
2025
Q4 		$358K Buy
1,712
+8
+0.5% +$1.63K 0.01% 697
2025
Q3 		$290K Buy
1,704
+173
+11% +$26.1K 0.01% 634
2025
Q2 		$203K Buy
+1,531
New +$169K 0.01% 610

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

Savvy Advisors Inc's AEIS Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Advanced Energy (AEIS) stake by 2.2% in Q2 2026, selling an estimated $13.6K and leaving 1,760 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #677.

Savvy Advisors Inc first reported a position in AEIS in Q2 2025 and has held it in 5 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Savvy Advisors Inc held 1,760 shares of Advanced Energy worth $656K as of Q2 2026.
  • Savvy Advisors Inc sold 39 Advanced Energy shares in Q2 2026, an estimated $13.6K.
  • Advanced Energy made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #677 holding.
  • Savvy Advisors Inc first reported a position in Advanced Energy in Q2 2025 and has held it in 5 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.