Cedar Mountain Advisors’s AES AES Stock Holding History

Cedar Mountain Advisors’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	$4.5K	Buy	307 +104	+51%	+$1.51K	﹤0.01%	726
2026 Q1	$2.86K	Buy	203 +1	+0.5%	+$15	﹤0.01%	785
2025 Q4	$2.9K	Buy	202 +97	+92%	+$1.37K	﹤0.01%	365
2025 Q3	$1.38K	Buy	105 +2	+2%	+$26	﹤0.01%	468
2025 Q2	$1.08K	Buy	103 +1	+1%	+$11	﹤0.01%	322
2025 Q1	$1.26K	Buy	102 +2	+2%	+$23	﹤0.01%	301
2024 Q4	$1.29K	Buy	+100	New	+$1.49K	﹤0.01%	325

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

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

Cedar Mountain Advisors's AES Position: Q2 2026 in Review

Cedar Mountain Advisors increased its AES (AES) stake by 51% in Q2 2026, buying an estimated $1.51K and bringing the position to 307 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Cedar Mountain Advisors first reported a position in AES in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Cedar Mountain Advisors held 307 shares of AES worth $4.5K as of Q2 2026.
Cedar Mountain Advisors bought 104 AES shares in Q2 2026, an estimated $1.51K.
AES made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #726 holding.
Cedar Mountain Advisors first reported a position in AES in Q4 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.