AE Wealth Management’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 | $485K | Buy |
33,103
+252
| +0.8% | +$3.66K | ﹤0.01% | 1230 |
|
|
2026
Q1 | $463K | Buy |
32,851
+3,092
| +10% | +$46K | ﹤0.01% | 1149 |
|
|
2025
Q4 | $427K | Sell |
29,759
-682
| -2% | -$9.61K | ﹤0.01% | 1130 |
|
|
2025
Q3 | $401K | Buy |
30,441
+2,640
| +9% | +$34.3K | ﹤0.01% | 1059 |
|
|
2025
Q2 | $292K | Sell |
27,801
-124,323
| -82% | -$1.33M | ﹤0.01% | 1131 |
|
|
2025
Q1 | $1.89M | Buy |
152,124
+31,373
| +26% | +$363K | 0.02% | 543 |
|
|
2024
Q4 | $1.55M | Buy |
120,751
+30,052
| +33% | +$449K | 0.01% | 605 |
|
|
2024
Q3 | $1.82M | Sell |
90,699
-22,460
| -20% | -$397K | 0.02% | 561 |
|
|
2024
Q2 | $1.99M | Buy |
113,159
+18,293
| +19% | +$348K | 0.02% | 521 |
|
|
2024
Q1 | $1.7M | Buy |
94,866
+84,448
| +811% | +$1.41M | 0.02% | 534 |
|
|
2023
Q4 | $179K | Sell |
10,418
-81,826
| -89% | -$1.33M | ﹤0.01% | 1900 |
|
|
2023
Q3 | $1.4M | Buy |
92,244
+5,453
| +6% | +$104K | 0.01% | 967 |
|
|
2023
Q2 | $1.8M | Buy |
86,791
+12,653
| +17% | +$279K | 0.01% | 874 |
|
|
2023
Q1 | $1.79M | Sell |
74,138
-49,759
| -40% | -$1.26M | 0.01% | 842 |
|
|
2022
Q4 | $3.56M | Sell |
123,897
-8,943
| -7% | -$241K | 0.03% | 560 |
|
|
2022
Q3 | $3M | Buy |
132,840
+3,622
| +3% | +$85.9K | 0.02% | 571 |
|
|
2022
Q2 | $2.71M | Buy |
129,218
+18,497
| +17% | +$404K | 0.02% | 567 |
|
|
2022
Q1 | $2.85M | Buy |
110,721
+15,560
| +16% | +$352K | 0.02% | 605 |
|
|
2021
Q4 | $2.31M | Buy |
95,161
+9,770
| +11% | +$237K | 0.02% | 653 |
|
|
2021
Q3 | $1.95M | Buy |
85,391
+5,120
| +6% | +$124K | 0.02% | 656 |
|
|
2021
Q2 | $2.09M | Sell |
80,271
-1,085
| -1% | -$28.6K | 0.02% | 627 |
|
|
2021
Q1 | $2.18M | Sell |
81,356
-14,787
| -15% | -$393K | 0.02% | 545 |
|
|
2020
Q4 | $2.26M | Buy |
96,143
+196
| +0.2% | +$4.07K | 0.03% | 463 |
|
|
2020
Q3 | $1.74M | Sell |
95,947
-42,488
| -31% | -$710K | 0.02% | 471 |
|
|
2020
Q2 | $2.01M | Buy |
138,435
+26,589
| +24% | +$349K | 0.03% | 409 |
|
|
2020
Q1 | $1.52M | Buy |
111,846
+32,257
| +41% | +$578K | 0.04% | 374 |
|
|
2019
Q4 | $1.58M | Buy |
79,589
+3,435
| +5% | +$61.5K | 0.03% | 411 |
|
|
2019
Q3 | $1.24M | Sell |
76,154
-1,248
| -2% | -$20.1K | 0.04% | 392 |
|
|
2019
Q2 | $1.3M | Buy |
+77,402
| New | +$1.31M | 0.04% | 333 |
|
|
2018
Q2 | – | Sell |
-97,717
| Closed | -$1.11M | – | 458 |
|
|
2018
Q1 | $1.11M | Sell |
97,717
-2,763
| -3% | -$30K | 0.09% | 144 |
|
|
2017
Q4 | $1.09M | Buy |
+100,480
| New | +$1.09M | 0.1% | 150 |
|
Other funds holding AES
AE Wealth Management's AES Position: Q2 2026 in Review
AE Wealth Management increased its AES (AES) stake by 0.77% in Q2 2026, buying an estimated $3.66K and bringing the position to 33,103 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.
AE Wealth Management first reported a position in AES in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.56M in Q4 2022. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.
- AE Wealth Management held 33,103 shares of AES worth $485K as of Q2 2026.
- AE Wealth Management bought 252 AES shares in Q2 2026, an estimated $3.66K.
- AES made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1230 holding.
- AE Wealth Management first reported a position in AES in Q4 2017 and has held it in 31 quarters since.
- AE Wealth Management's AES position peaked at $3.56M in Q4 2022.
- 702 funds tracked by Wall St. Rank held AES as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.