Rothwell Investment Advisors, LLC’s AES AES Stock Holding History

Rothwell Investment Advisors, LLC’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	$4.42K	Buy	+297	New	+$4.39K	﹤0.01%	925

Other funds holding AES

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AES Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in AES (AES) in Q3 2026: 297 shares worth $4.42K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings.

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

Rothwell Investment Advisors, LLC held 297 shares of AES worth $4.42K as of Q3 2026.
AES was a new Rothwell Investment Advisors, LLC position in Q3 2026.
AES made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #925 holding.
318 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.