A.D. Beadell Investment Counsel’s AES AES Stock Holding History

A.D. Beadell Investment Counsel’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 Q2	$272K	Sell	18,600 -52,250	-74%	-$759K	0.17%	89
2026 Q1	$998K	Sell	70,850 -17,400	-20%	-$259K	0.64%	50
2025 Q4	$1.26K	Hold	88,250	–	–	0.82%	44
2025 Q3	$1.16M	Buy	88,250 +3,375	+4%	+$43.8K	0.79%	44
2025 Q2	$892K	Hold	84,875	–	–	0.68%	49
2025 Q1	$1.05M	Sell	84,875 -111,025	-57%	-$1.28M	0.88%	41
2024 Q4	$2.52M	Buy	195,900 +27,050	+16%	+$404K	2.04%	16
2024 Q3	$3.39M	Buy	168,850 +75,275	+80%	+$1.33M	2.71%	10
2024 Q2	$1.64M	Buy	+93,575	New	+$1.78M	1.38%	30

Other funds holding AES

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return