Carson Wealth (CWM LLC)’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $611K | Sell |
43,336
-7,101
| -14% | -$106K | ﹤0.01% | 1874 |
|
|
2025
Q4 | $723K | Buy |
50,437
+5,664
| +13% | +$79.8K | ﹤0.01% | 1688 |
|
|
2025
Q3 | $589K | Buy |
44,773
+8,286
| +23% | +$108K | ﹤0.01% | 1704 |
|
|
2025
Q2 | $384K | Buy |
36,487
+1,858
| +5% | +$19.9K | ﹤0.01% | 1718 |
|
|
2025
Q1 | $430K | Buy |
34,629
+16,245
| +88% | +$188K | ﹤0.01% | 1514 |
|
|
2024
Q4 | $237K | Sell |
18,384
-8,692
| -32% | -$130K | ﹤0.01% | 1721 |
|
|
2024
Q3 | $543K | Sell |
27,076
-46
| -0.2% | -$814 | ﹤0.01% | 1284 |
|
|
2024
Q2 | $477K | Buy |
27,122
+628
| +2% | +$11.9K | ﹤0.01% | 1211 |
|
|
2024
Q1 | $475K | Buy |
26,494
+2,732
| +11% | +$45.7K | ﹤0.01% | 1160 |
|
|
2023
Q4 | $457K | Buy |
23,762
+12,046
| +103% | +$196K | ﹤0.01% | 1099 |
|
|
2023
Q3 | $178K | Buy |
11,716
+3,338
| +40% | +$63.6K | ﹤0.01% | 1353 |
|
|
2023
Q2 | $174K | Buy |
8,378
+1,602
| +24% | +$35.3K | ﹤0.01% | 1309 |
|
|
2023
Q1 | $163K | Sell |
6,776
-384
| -5% | -$9.76K | ﹤0.01% | 1282 |
|
|
2022
Q4 | $206K | Buy |
7,160
+622
| +10% | +$16.8K | ﹤0.01% | 1094 |
|
|
2022
Q3 | $148K | Buy |
6,538
+779
| +14% | +$18.5K | ﹤0.01% | 1163 |
|
|
2022
Q2 | $121K | Buy |
5,759
+1,725
| +43% | +$37.6K | ﹤0.01% | 1237 |
|
|
2022
Q1 | $104K | Buy |
4,034
+998
| +33% | +$22.6K | ﹤0.01% | 1308 |
|
|
2021
Q4 | $74K | Buy |
+3,036
| New | +$73.8K | ﹤0.01% | 1419 |
|
|
2021
Q2 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1231 |
|
|
2021
Q1 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q4 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q3 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q2 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q1 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1231 |
|
|
2019
Q4 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1231 |
|
|
2019
Q3 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1231 |
|
|
2019
Q2 | $76K | Hold |
2,914
| – | – | ﹤0.01% | 1231 |
|
|
2019
Q1 | $76K | Buy |
2,914
+1,989
| +215% | +$33.4K | ﹤0.01% | 1231 |
|
|
2018
Q4 | $13K | Buy |
925
+334
| +57% | +$5.01K | ﹤0.01% | 1241 |
|
|
2018
Q3 | $8K | Buy |
+591
| New | +$7.96K | ﹤0.01% | 1210 |
|
|
2017
Q4 | – | Sell |
-155
| Closed | -$2K | – | 1441 |
|
|
2017
Q3 | $2K | Buy |
+155
| New | +$1.73K | ﹤0.01% | 1261 |
|
|
2017
Q1 | – | Sell |
-228
| Closed | -$3K | – | 1154 |
|
|
2016
Q4 | $3K | Buy |
+228
| New | +$2.68K | ﹤0.01% | 906 |
|
Other funds holding AES
VCM
VPM
Carson Wealth (CWM LLC)'s AES Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its AES (AES) stake by 14% in Q1 2026, selling an estimated $106K and leaving 43,336 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.
Carson Wealth (CWM LLC) first reported a position in AES in Q4 2016 and has held it in 32 quarters since. The position peaked at $723K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.
- Carson Wealth (CWM LLC) held 43,336 shares of AES worth $611K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 7,101 AES shares in Q1 2026, an estimated $106K.
- AES made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1874 holding.
- Carson Wealth (CWM LLC) first reported a position in AES in Q4 2016 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s AES position peaked at $723K in Q4 2025.
- 747 funds tracked by Wall St. Rank held AES as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.