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Byrne Asset Management’s AES AES Stock Holding History

Byrne Asset 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 		$17.5K Sell
1,170
-400
-25% -$5.91K 0.01% 398
2026
Q2 		$23K Sell
1,570
-100
-6% -$1.45K 0.01% 354
2026
Q1 		$23.5K Sell
1,670
-230
-12% -$3.42K 0.01% 334
2025
Q4 		$27.2K Buy
+1,900
New +$26.8K 0.02% 325
2024
Q4 		– Sell
-200
Closed -$4.01K – 535
2024
Q3 		$4.01K Buy
+200
New +$3.54K ﹤0.01% 472

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
CI
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

Byrne Asset Management's AES Position: Q3 2026 in Review

Byrne Asset Management reduced its AES (AES) stake by 25% in Q3 2026, selling an estimated $5.91K and leaving 1,170 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #398.

Byrne Asset Management first reported a position in AES in Q3 2024 and has held it in 5 quarters since. The position peaked at $27.2K in Q4 2025. 24 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Byrne Asset Management held 1,170 shares of AES worth $17.5K as of Q3 2026.
  • Byrne Asset Management sold 400 AES shares in Q3 2026, an estimated $5.91K.
  • AES made up 0.01% of Byrne Asset Management's portfolio in Q3 2026, its #398 holding.
  • Byrne Asset Management first reported a position in AES in Q3 2024 and has held it in 5 quarters since.
  • Byrne Asset Management's AES position peaked at $27.2K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.