B.A. Schrock Wealth Management, Inc.’s AES AES Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$574K	Buy	+38,474	New	+$568K	0.21%	89

Other funds holding AES

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s AES Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in AES (AES) in Q3 2026: 38,474 shares worth $574K. The stake represents 0.21% of the portfolio and ranks #89 among its holdings.

57 funds tracked by Wall St. Rank hold AES as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 38,474 shares of AES worth $574K as of Q3 2026.
AES was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
AES made up 0.21% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #89 holding.
57 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.