Capital Investment Advisory Services’s AES AES Stock Holding History

Capital Investment Advisory Services’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	–	Sell	-10,769	Closed	-$152K	–	1302
2026 Q1	$152K	Sell	10,769 -4,400	-29%	-$65.5K	0.01%	672
2025 Q4	$218K	Sell	15,169 -667	-4%	-$9.4K	0.02%	586
2025 Q3	$208K	Buy	15,836 +1,864	+13%	+$24.2K	0.02%	571
2025 Q2	$147K	Buy	+13,972	New	+$150K	0.01%	599

Other funds holding AES

DLA

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

COPPSERS

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

CCM

Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

Capital Investment Advisory Services's AES Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of AES (AES) in Q2 2026, closing a stake of 10,769 shares — an estimated $152K sold.

Capital Investment Advisory Services first reported a position in AES in Q2 2025 and held it in 4 quarters. The position peaked at $218K in Q4 2025. 142 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Capital Investment Advisory Services reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Capital Investment Advisory Services sold 10,769 AES shares in Q2 2026, an estimated $152K.
Capital Investment Advisory Services first reported a position in AES in Q2 2025 and held it in 4 quarters.
Capital Investment Advisory Services's AES position peaked at $218K in Q4 2025.
142 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.