BCS Wealth Management’s AES AES Stock Holding History

BCS Wealth 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 Q2	$254K	Hold	17,314	–	–	0.05%	243
2026 Q1	$244K	Sell	17,314 -17,314	-50%	-$258K	0.05%	229
2025 Q4	$497K	Buy	34,628 +17,314	+100%	+$244K	0.05%	223
2025 Q3	$228K	Sell	17,314 -1,740	-9%	-$22.6K	0.05%	226
2025 Q2	$200K	Buy	+19,054	New	+$204K	0.04%	258
2022 Q3	–	Sell	-14,158	Closed	-$297K	–	179
2022 Q2	$297K	Buy	+14,158	New	+$309K	0.13%	136
2022 Q1	–	Sell	-12,100	Closed	-$294K	–	190
2021 Q4	$294K	Buy	+12,100	New	+$294K	0.11%	162

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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCS Wealth Management's AES Position: Q2 2026 in Review

BCS Wealth Management held its AES (AES) position steady in Q2 2026 at 17,314 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #243.

BCS Wealth Management first reported a position in AES in Q4 2021 and has held it in 7 quarters since. The position peaked at $497K in Q4 2025. 104 funds tracked by Wall St. Rank hold AES as of Q2 2026.

BCS Wealth Management held 17,314 shares of AES worth $254K as of Q2 2026.
BCS Wealth Management left its AES share count unchanged in Q2 2026.
AES made up 0.05% of BCS Wealth Management's portfolio in Q2 2026, its #243 holding.
BCS Wealth Management first reported a position in AES in Q4 2021 and has held it in 7 quarters since.
BCS Wealth Management's AES position peaked at $497K in Q4 2025.
104 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.