WANY
AEIS icon

Wealthspire Advisors (New York)’s Advanced Energy AEIS Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-55
Closed -$9.36K – 1063
2025
Q3 		$9.36K Buy
+55
New +$8.28K ﹤0.01% 2051

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s AEIS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Advanced Energy (AEIS) in Q4 2025, closing a stake of 55 shares — an estimated $9.36K sold.

Wealthspire Advisors (New York) first reported a position in AEIS in Q3 2025 and held it in 1 quarter. The position peaked at $9.36K in Q3 2025. 464 funds tracked by Wall St. Rank hold AEIS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Advanced Energy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 55 Advanced Energy shares in Q4 2025, an estimated $9.36K.
  • Wealthspire Advisors (New York) first reported a position in Advanced Energy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Advanced Energy position peaked at $9.36K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.