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Clarity Financial’s AES AES Stock Holding History

Clarity Financial’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
-16,934
Closed -$239K – 133
2026
Q1 		$239K Buy
16,934
+1,130
+7% +$16.8K 0.03% 101
2025
Q4 		$227K Buy
+15,804
New +$223K 0.02% 108

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
AA
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Clarity Financial's AES Position: Q2 2026 in Review

Clarity Financial sold out of AES (AES) in Q2 2026, closing a stake of 16,934 shares — an estimated $239K sold.

Clarity Financial first reported a position in AES in Q4 2025 and held it in 2 quarters. The position peaked at $239K in Q1 2026. 106 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Clarity Financial reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Clarity Financial sold 16,934 AES shares in Q2 2026, an estimated $239K.
  • Clarity Financial first reported a position in AES in Q4 2025 and held it in 2 quarters.
  • Clarity Financial's AES position peaked at $239K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.