Arvest Investments’s AES AES Stock Holding History

Arvest Investments’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$667K	Sell	45,480 -1,146	-2%	-$16.7K	0.08%	126
2026 Q1	$657K	Sell	46,626 -1,343	-3%	-$20K	0.09%	124
2025 Q4	$688K	Sell	47,969 -36,858	-43%	-$520K	0.1%	122
2025 Q3	$1.12M	Sell	84,827 -45,527	-35%	-$591K	0.16%	106
2025 Q2	$1.37M	Sell	130,354 -12,363	-9%	-$132K	0.21%	94
2025 Q1	$1.77M	Buy	+142,717	New	+$1.65M	0.28%	81

Other funds holding AES

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

Arvest Investments's AES Position: Q2 2026 in Review

Arvest Investments reduced its AES (AES) stake by 2.5% in Q2 2026, selling an estimated $16.7K and leaving 45,480 shares worth $667K. The position accounts for 0.08% of the portfolio, ranked #126.

Arvest Investments first reported a position in AES in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.77M in Q1 2025. 90 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Arvest Investments held 45,480 shares of AES worth $667K as of Q2 2026.
Arvest Investments sold 1,146 AES shares in Q2 2026, an estimated $16.7K.
AES made up 0.08% of Arvest Investments's portfolio in Q2 2026, its #126 holding.
Arvest Investments first reported a position in AES in Q1 2025 and has held it in 6 quarters since.
Arvest Investments's AES position peaked at $1.77M in Q1 2025.
90 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.