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United Capital Financial Advisors’s Advanced Energy AEIS Stock Holding History

United Capital 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 		– Sell
-805
Closed -$260K – 1623
2026
Q1 		$260K Buy
+805
New +$233K ﹤0.01% 1429
2020
Q1 		– Sell
-3,300
Closed -$235K – 1187
2019
Q4 		$235K Buy
+3,300
New +$205K ﹤0.01% 1237
2019
Q3 		– Sell
-17,097
Closed -$962K – 1311
2019
Q2 		$962K Sell
17,097
-400
-2% -$21.4K 0.01% 825
2019
Q1 		$869K Buy
17,497
+1,150
+7% +$55.9K 0.01% 812
2018
Q4 		$702K Buy
16,347
+9,272
+131% +$413K 0.01% 808
2018
Q3 		$365K Sell
7,075
-575
-8% -$33.3K ﹤0.01% 1041
2018
Q2 		$444K Sell
7,650
-100
-1% -$6.32K ﹤0.01% 963
2018
Q1 		$495K Sell
7,750
-157
-2% -$10.8K ﹤0.01% 962
2017
Q4 		$534K Buy
7,907
+2,186
+38% +$176K ﹤0.01% 943
2017
Q3 		$462K Sell
5,721
-150
-3% -$10.9K ﹤0.01% 986
2017
Q2 		$380K Sell
5,871
-1,819
-24% -$133K ﹤0.01% 1000
2017
Q1 		$527K Sell
7,690
-1,700
-18% -$105K ﹤0.01% 902
2016
Q4 		$514K Buy
9,390
+2,290
+32% +$117K 0.01% 931
2016
Q3 		$336K Buy
+7,100
New +$302K ﹤0.01% 1042

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

United Capital Financial Advisors's AEIS Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 805 shares — an estimated $260K sold.

United Capital Financial Advisors first reported a position in AEIS in Q3 2016 and held it in 14 quarters. The position peaked at $962K in Q2 2019. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 805 Advanced Energy shares in Q2 2026, an estimated $260K.
  • United Capital Financial Advisors first reported a position in Advanced Energy in Q3 2016 and held it in 14 quarters.
  • United Capital Financial Advisors's Advanced Energy position peaked at $962K in Q2 2019.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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