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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savvy Advisors Inc's AEIS Position: Q1 2026 in Review

Savvy Advisors Inc increased its Advanced Energy (AEIS) stake by 5.1% in Q1 2026, buying an estimated $25.2K and bringing the position to 1,799 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #610.

Savvy Advisors Inc first reported a position in AEIS in Q2 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Savvy Advisors Inc held 1,799 shares of Advanced Energy worth $581K as of Q1 2026.
  • Savvy Advisors Inc bought 87 Advanced Energy shares in Q1 2026, an estimated $25.2K.
  • Advanced Energy made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #610 holding.
  • Savvy Advisors Inc first reported a position in Advanced Energy in Q2 2025 and has held it in 4 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.