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Transamerica Financial Advisors’s Advanced Energy AEIS Stock Holding History

Transamerica Financial Advisors’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 		$4.48K Buy
12
+7
+140% +$2.45K ﹤0.01% 1147
2026
Q1 		$1.61K Sell
5
-5
-50% -$1.45K ﹤0.01% 1251
2025
Q4 		$2.09K Buy
+10
New +$2.04K ﹤0.01% 1123

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

Transamerica Financial Advisors's AEIS Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Advanced Energy (AEIS) stake by 140% in Q2 2026, buying an estimated $2.45K and bringing the position to 12 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Transamerica Financial Advisors first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Transamerica Financial Advisors held 12 shares of Advanced Energy worth $4.48K as of Q2 2026.
  • Transamerica Financial Advisors bought 7 Advanced Energy shares in Q2 2026, an estimated $2.45K.
  • Advanced Energy made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1147 holding.
  • Transamerica Financial Advisors first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.