Cedar Mountain Advisors
AES icon

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
Q3 		$4.62K Buy
310
+3
+1% +$44 ﹤0.01% 668
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Cedar Mountain Advisors's AES Position: Q3 2026 in Review

Cedar Mountain Advisors increased its AES (AES) stake by 0.98% in Q3 2026, buying an estimated $44 and bringing the position to 310 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Cedar Mountain Advisors first reported a position in AES in Q4 2024 and has held it in 8 quarters since. 99 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Cedar Mountain Advisors held 310 shares of AES worth $4.62K as of Q3 2026.
  • Cedar Mountain Advisors bought 3 AES shares in Q3 2026, an estimated $44.
  • AES made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #668 holding.
  • Cedar Mountain Advisors first reported a position in AES in Q4 2024 and has held it in 8 quarters since.
  • 99 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.