SAM
AEIS icon

Smartleaf Asset Management’s Advanced Energy AEIS Stock Holding History

Smartleaf Asset Management’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 		$243K Hold
698
– – 0.01% 756
2026
Q1 		$208K Sell
698
-669
-49% -$194K 0.01% 770
2025
Q4 		$292K Buy
1,367
+221
+19% +$45K 0.01% 660
2025
Q3 		$191K Buy
1,146
+99
+9% +$14.9K 0.01% 750
2025
Q2 		$139K Sell
1,047
-189
-15% -$20.8K 0.01% 720
2025
Q1 		$117K Buy
1,236
+179
+17% +$20.4K 0.01% 771
2024
Q4 		$122K Buy
1,057
+845
+399% +$95K 0.01% 754
2024
Q3 		$22.2K Sell
212
-15
-7% -$1.57K ﹤0.01% 1286
2024
Q2 		$24.4K Buy
227
+195
+609% +$20K ﹤0.01% 963
2024
Q1 		$3.26K Buy
+32
New +$3.26K ﹤0.01% 1356

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 $3.37T AUM 44.26% 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

Smartleaf Asset Management's AEIS Position: Q2 2026 in Review

Smartleaf Asset Management held its Advanced Energy (AEIS) position steady in Q2 2026 at 698 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #756.

Smartleaf Asset Management first reported a position in AEIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $292K in Q4 2025. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Smartleaf Asset Management held 698 shares of Advanced Energy worth $243K as of Q2 2026.
  • Smartleaf Asset Management left its Advanced Energy share count unchanged in Q2 2026.
  • Advanced Energy made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #756 holding.
  • Smartleaf Asset Management first reported a position in Advanced Energy in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Advanced Energy position peaked at $292K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.