Stephens Consulting’s Advanced Energy AEIS Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-10	Closed	-$954	–	1205
2025 Q1	$954	Buy	+10	New	+$1.14K	﹤0.01%	664

Other funds holding AEIS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stephens Consulting's AEIS Position: Q2 2025 in Review

Stephens Consulting sold out of Advanced Energy (AEIS) in Q2 2025, closing a stake of 10 shares — an estimated $954 sold.

Stephens Consulting first reported a position in AEIS in Q1 2025 and held it in 1 quarter. The position peaked at $954 in Q1 2025. 371 funds tracked by Wall St. Rank hold AEIS as of Q2 2025.

Stephens Consulting reported no remaining Advanced Energy position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 Advanced Energy shares in Q2 2025, an estimated $954.
Stephens Consulting first reported a position in Advanced Energy in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Advanced Energy position peaked at $954 in Q1 2025.
371 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.