Avity Investment Management’s AES AES Stock Holding History

Avity Investment Management’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 Q3	$596K	Sell	40,000 -15,000	-27%	-$222K	0.04%	83
2026 Q2	$806K	Sell	55,000 -13,000	-19%	-$189K	0.05%	75
2026 Q1	$958K	Sell	68,000 -12,000	-15%	-$179K	0.07%	70
2025 Q4	$1.15M	Sell	80,000 -7,500	-9%	-$106K	0.08%	64
2025 Q3	$1.15M	Sell	87,500 -2,500	-3%	-$32.5K	0.08%	61
2025 Q2	$947K	Sell	90,000 -10,000	-10%	-$107K	0.07%	63
2025 Q1	$1.24M	Buy	+100,000	New	+$1.16M	0.1%	55
2019 Q1	–	Sell	-12,500	Closed	-$181K	–	77
2018 Q4	$181K	Sell	12,500 -2,901	-19%	-$43.6K	0.03%	71
2018 Q3	$216K	Sell	15,401 -500	-3%	-$6.73K	0.03%	73
2018 Q2	$213K	Buy	+15,901	New	+$196K	0.03%	72

Other funds holding AES

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Avity Investment Management's AES Position: Q3 2026 in Review

Avity Investment Management reduced its AES (AES) stake by 27% in Q3 2026, selling an estimated $222K and leaving 40,000 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #83.

Avity Investment Management first reported a position in AES in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.24M in Q1 2025. 24 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Avity Investment Management held 40,000 shares of AES worth $596K as of Q3 2026.
Avity Investment Management sold 15,000 AES shares in Q3 2026, an estimated $222K.
AES made up 0.04% of Avity Investment Management's portfolio in Q3 2026, its #83 holding.
Avity Investment Management first reported a position in AES in Q2 2018 and has held it in 10 quarters since.
Avity Investment Management's AES position peaked at $1.24M in Q1 2025.
24 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.