Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$298K Buy
+19,994
New +$295K 0.03% 166
2026
Q1
– Sell
-73,646
Closed -$1.09M – 217
2025
Q4
$1.09M Buy
73,646
+7,745
+12% +$109K 0.18% 107
2025
Q3
$1.01M Buy
+65,901
New +$856K 0.15% 114
2021
Q4
– Sell
-7,403
Closed -$170K – 168
2021
Q3
$170K Sell
7,403
-6,248
-46% -$152K 0.02% 140
2021
Q2
$359K Buy
+13,651
New +$360K 0.04% 136

Other funds holding AES

Advisors Preferred's AES Position: Q3 2026 in Review

Advisors Preferred opened a new position in AES (AES) in Q3 2026: 19,994 shares worth $298K. The stake represents 0.03% of the portfolio and ranks #166 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in AES as recently as Q4 2025.

Advisors Preferred first reported a position in AES in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2025. 385 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Advisors Preferred held 19,994 shares of AES worth $298K as of Q3 2026.
  • AES was a new Advisors Preferred position in Q3 2026.
  • AES made up 0.03% of Advisors Preferred's portfolio in Q3 2026, its #166 holding.
  • Advisors Preferred first reported a position in AES in Q2 2021 and has held it in 5 quarters since.
  • Advisors Preferred's AES position peaked at $1.09M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.