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
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: Q1 2026 in Review

Acorn Financial Advisory Services increased its AES (AES) stake by 0.05% in Q1 2026, buying an estimated $953 and bringing the position to 129,820 shares worth $1.83M. The position accounts for 0.25% of the portfolio, ranked #46.

Acorn Financial Advisory Services first reported a position in AES in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.86M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Acorn Financial Advisory Services held 129,820 shares of AES worth $1.83M as of Q1 2026.
  • Acorn Financial Advisory Services bought 64 AES shares in Q1 2026, an estimated $953.
  • AES made up 0.25% of Acorn Financial Advisory Services's portfolio in Q1 2026, its #46 holding.
  • Acorn Financial Advisory Services first reported a position in AES in Q4 2024 and has held it in 6 quarters since.
  • Acorn Financial Advisory Services's AES position peaked at $1.86M in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.