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Wilmington Savings Fund Society’s Advanced Energy AEIS Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-107
Closed -$14.2K – 1382
2025
Q2 		$14.2K Sell
107
-1
-0.9% -$110 ﹤0.01% 1555
2025
Q1 		$10.3K Hold
108
– – ﹤0.01% 1634
2024
Q4 		$12.5K Sell
108
-4
-4% -$450 ﹤0.01% 1610
2024
Q3 		$11.8K Buy
+112
New +$11.8K ﹤0.01% 1602

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Wilmington Savings Fund Society's AEIS Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Advanced Energy (AEIS) in Q3 2025, closing a stake of 107 shares — an estimated $14.2K sold.

Wilmington Savings Fund Society first reported a position in AEIS in Q3 2024 and held it in 4 quarters. The position peaked at $14.2K in Q2 2025. 401 funds tracked by Wall St. Rank hold AEIS as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Advanced Energy position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 107 Advanced Energy shares in Q3 2025, an estimated $14.2K.
  • Wilmington Savings Fund Society first reported a position in Advanced Energy in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Advanced Energy position peaked at $14.2K in Q2 2025.
  • 401 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.