Advisornet Financial’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 | $1.66M | Sell |
117,907
-584
| -0.5% | -$8.69K | 0.09% | 189 |
|
|
2025
Q4 | $1.7M | Buy |
118,491
+20,459
| +21% | +$288K | 0.09% | 192 |
|
|
2025
Q3 | $1.29M | Sell |
98,032
-565
| -0.6% | -$7.34K | 0.07% | 216 |
|
|
2025
Q2 | $1.04M | Buy |
98,597
+9,105
| +10% | +$97.5K | 0.07% | 242 |
|
|
2025
Q1 | $1.11M | Buy |
89,492
+3,458
| +4% | +$40K | 0.08% | 228 |
|
|
2024
Q4 | $1.11M | Buy |
86,034
+20,726
| +32% | +$310K | 0.09% | 199 |
|
|
2024
Q3 | $1.31M | Buy |
65,308
+20,374
| +45% | +$360K | 0.1% | 198 |
|
|
2024
Q2 | $789K | Buy |
44,934
+2,898
| +7% | +$55.1K | 0.07% | 233 |
|
|
2024
Q1 | $754K | Buy |
42,036
+2,809
| +7% | +$46.9K | 0.07% | 245 |
|
|
2023
Q4 | $755K | Sell |
39,227
-15,467
| -28% | -$252K | 0.07% | 257 |
|
|
2023
Q3 | $831K | Buy |
54,694
+2,148
| +4% | +$40.9K | 0.08% | 230 |
|
|
2023
Q2 | $1.09M | Buy |
52,546
+1,758
| +3% | +$38.7K | 0.09% | 203 |
|
|
2023
Q1 | $1.22M | Buy |
50,788
+1,238
| +2% | +$31.5K | 0.11% | 188 |
|
|
2022
Q4 | $1.43M | Sell |
49,550
-241
| -0.5% | -$6.5K | 0.14% | 160 |
|
|
2022
Q3 | $1.13M | Sell |
49,791
-575
| -1% | -$13.6K | 0.11% | 190 |
|
|
2022
Q2 | $1.06M | Buy |
50,366
+1,678
| +3% | +$36.6K | 0.1% | 200 |
|
|
2022
Q1 | $1.25M | Hold |
48,688
| – | – | 0.08% | 214 |
|
|
2021
Q4 | $1.18M | Buy |
48,688
+26
| +0.1% | +$632 | 0.07% | 233 |
|
|
2021
Q3 | $1.11M | Sell |
48,662
-550
| -1% | -$13.4K | 0.08% | 220 |
|
|
2021
Q2 | $1.28M | Sell |
49,212
-450
| -0.9% | -$11.9K | 0.09% | 217 |
|
|
2021
Q1 | $1.33M | Sell |
49,662
-2,840
| -5% | -$75.5K | 0.09% | 198 |
|
|
2020
Q4 | $1.23M | Sell |
52,502
-2,625
| -5% | -$54.5K | 0.1% | 185 |
|
|
2020
Q3 | $998K | Sell |
55,127
-1,795
| -3% | -$30K | 0.09% | 220 |
|
|
2020
Q2 | $825K | Buy |
56,922
+11,391
| +25% | +$150K | 0.07% | 251 |
|
|
2020
Q1 | $619K | Buy |
45,531
+40,981
| +901% | +$735K | 0.06% | 264 |
|
|
2019
Q4 | $91K | Buy |
+4,550
| New | +$81.4K | 0.01% | 708 |
|
|
2019
Q3 | – | Sell |
-193
| Closed | -$3K | – | 1833 |
|
|
2019
Q2 | $3K | Buy |
193
+81
| +72% | +$1.37K | ﹤0.01% | 1447 |
|
|
2019
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 1403 |
|
|
2018
Q4 | $2K | Buy |
+112
| New | +$1.68K | ﹤0.01% | 1325 |
|
Other funds holding AES
VCM
VPM
Advisornet Financial's AES Position: Q1 2026 in Review
Advisornet Financial reduced its AES (AES) stake by 0.49% in Q1 2026, selling an estimated $8.69K and leaving 117,907 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #189.
Advisornet Financial first reported a position in AES in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.7M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.
- Advisornet Financial held 117,907 shares of AES worth $1.66M as of Q1 2026.
- Advisornet Financial sold 584 AES shares in Q1 2026, an estimated $8.69K.
- AES made up 0.09% of Advisornet Financial's portfolio in Q1 2026, its #189 holding.
- Advisornet Financial first reported a position in AES in Q4 2018 and has held it in 29 quarters since.
- Advisornet Financial's AES position peaked at $1.7M in Q4 2025.
- 747 funds tracked by Wall St. Rank held AES as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.