Acorn Financial Advisory Services’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.78M Sell
121,512
-8,308
-6% -$121K 0.24% 50
2026
Q1
$1.83M Buy
129,820
+64
+0% +$953 0.25% 46
2025
Q4
$1.86M Buy
129,756
+2,504
+2% +$35.3K 0.27% 41
2025
Q3
$1.67M Sell
127,252
-4,175
-3% -$54.2K 0.26% 42
2025
Q2
$1.38M Buy
131,427
+22,954
+21% +$246K 0.23% 52
2025
Q1
$1.35M Buy
108,473
+41,732
+63% +$483K 0.24% 52
2024
Q4
$859K Buy
+66,741
New +$997K 0.14% 78

Other funds holding AES

Acorn Financial Advisory Services's AES Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its AES (AES) stake by 6.4% in Q2 2026, selling an estimated $121K and leaving 121,512 shares worth $1.78M. The position accounts for 0.24% of the portfolio, ranked #50.

Acorn Financial Advisory Services first reported a position in AES in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Acorn Financial Advisory Services held 121,512 shares of AES worth $1.78M as of Q2 2026.
  • Acorn Financial Advisory Services sold 8,308 AES shares in Q2 2026, an estimated $121K.
  • AES made up 0.24% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #50 holding.
  • Acorn Financial Advisory Services first reported a position in AES in Q4 2024 and has held it in 7 quarters since.
  • Acorn Financial Advisory Services's AES position peaked at $1.86M in Q4 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.