Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.79K Hold
127
﹤0.01% 488
2025
Q4
$1.82K Buy
+127
New +$1.79K ﹤0.01% 471

Other funds holding AES

Clayton Financial Group's AES Position: Q1 2026 in Review

Clayton Financial Group held its AES (AES) position steady in Q1 2026 at 127 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Clayton Financial Group first reported a position in AES in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.82K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Clayton Financial Group held 127 shares of AES worth $1.79K as of Q1 2026.
  • Clayton Financial Group left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of Clayton Financial Group's portfolio in Q1 2026, its #488 holding.
  • Clayton Financial Group first reported a position in AES in Q4 2025 and has held it in 2 quarters since.
  • Clayton Financial Group's AES position peaked at $1.82K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.