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Capital Advisors Ltd’s AES AES Stock Holding History

Capital Advisors Ltd’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 		$28K Hold
1,909
– – ﹤0.01% 615
2026
Q1 		$27K Hold
1,909
– – ﹤0.01% 611
2025
Q4 		$27K Hold
1,909
– – ﹤0.01% 601
2025
Q3 		$25K Sell
1,909
-1
-0.1% -$13 ﹤0.01% 602
2025
Q2 		$20K Buy
1,910
+1,077
+129% +$11.5K ﹤0.01% 621
2025
Q1 		$10K Buy
833
+799
+2,350% +$9.24K ﹤0.01% 759
2024
Q4 		$0 Sell
34
-506
-94% -$7.56K ﹤0.01% 1342
2024
Q3 		$11K Sell
540
-171
-24% -$3.02K ﹤0.01% 742
2024
Q2 		$12K Sell
711
-39
-5% -$742 ﹤0.01% 702
2024
Q1 		$13K Buy
750
+82
+12% +$1.37K ﹤0.01% 661
2023
Q4 		$13K Sell
668
-1,086
-62% -$17.7K ﹤0.01% 638
2023
Q3 		$27K Sell
1,754
-10
-0.6% -$190 ﹤0.01% 499
2023
Q2 		$37K Sell
1,764
-79
-4% -$1.74K 0.01% 471
2023
Q1 		$44K Sell
1,843
-150
-8% -$3.81K 0.01% 384
2022
Q4 		$57K Buy
1,993
+77
+4% +$2.08K 0.01% 361
2022
Q3 		$43K Buy
1,916
+107
+6% +$2.54K 0.01% 375
2022
Q2 		$38K Buy
1,809
+32
+2% +$698 0.01% 381
2022
Q1 		$46K Buy
1,777
+1,088
+158% +$24.6K 0.01% 376
2021
Q4 		$17K Buy
689
+21
+3% +$510 ﹤0.01% 447
2021
Q3 		$15K Hold
668
– – ﹤0.01% 397
2021
Q2 		$17K Hold
668
– – ﹤0.01% 373
2021
Q1 		$18K Hold
668
– – ﹤0.01% 359
2020
Q4 		$16K Hold
668
– – ﹤0.01% 355
2020
Q3 		$12K Hold
668
– – ﹤0.01% 371
2020
Q2 		$10K Hold
668
– – ﹤0.01% 369
2020
Q1 		$9K Buy
+668
New +$12K ﹤0.01% 372

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
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
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Capital Advisors Ltd's AES Position: Q2 2026 in Review

Capital Advisors Ltd held its AES (AES) position steady in Q2 2026 at 1,909 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Capital Advisors Ltd first reported a position in AES in Q1 2020 and has held it in 26 quarters since. The position peaked at $57K in Q4 2022. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Capital Advisors Ltd held 1,909 shares of AES worth $28K as of Q2 2026.
  • Capital Advisors Ltd left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #615 holding.
  • Capital Advisors Ltd first reported a position in AES in Q1 2020 and has held it in 26 quarters since.
  • Capital Advisors Ltd's AES position peaked at $57K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.