CoreCap Advisors
AES icon

CoreCap Advisors’s AES AES Stock Holding History

CoreCap 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 		$84.8K Sell
5,689
-588
-9% -$8.68K ﹤0.01% 1171
2026
Q2 		$92K Buy
6,277
+3,848
+158% +$55.9K ﹤0.01% 1144
2026
Q1 		$34.2K Sell
2,429
-614
-20% -$9.14K ﹤0.01% 1471
2025
Q4 		$43.6K Buy
3,043
+620
+26% +$8.74K ﹤0.01% 1391
2025
Q3 		$31.9K Buy
2,423
+145
+6% +$1.88K ﹤0.01% 1493
2025
Q2 		$24K Sell
2,278
-274
-11% -$2.93K ﹤0.01% 1539
2025
Q1 		$31.7K Sell
2,552
-18
-0.7% -$208 ﹤0.01% 1360
2024
Q4 		$33.1K Buy
2,570
+114
+5% +$1.7K ﹤0.01% 1355
2024
Q3 		$49.3K Buy
2,456
+247
+11% +$4.37K ﹤0.01% 1192
2024
Q2 		$38.8K Buy
2,209
+9
+0.4% +$171 ﹤0.01% 724
2024
Q1 		$39.4K Buy
+2,200
New +$36.8K ﹤0.01% 1202
2022
Q4 		$63.3K Buy
+2,200
New +$59.3K ﹤0.01% 908
2022
Q3 		– Sell
-2,200
Closed -$46K – 571
2022
Q2 		$46K Buy
+2,200
New +$48K ﹤0.01% 969
2022
Q1 		– Sell
-2,221
Closed -$54K – 578
2021
Q4 		$54K Buy
+2,221
New +$54K ﹤0.01% 964

Other funds holding AES

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
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

CoreCap Advisors's AES Position: Q3 2026 in Review

CoreCap Advisors reduced its AES (AES) stake by 9.4% in Q3 2026, selling an estimated $8.68K and leaving 5,689 shares worth $84.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

CoreCap Advisors first reported a position in AES in Q4 2021 and has held it in 14 quarters since. The position peaked at $92K in Q2 2026. 124 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • CoreCap Advisors held 5,689 shares of AES worth $84.8K as of Q3 2026.
  • CoreCap Advisors sold 588 AES shares in Q3 2026, an estimated $8.68K.
  • AES made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1171 holding.
  • CoreCap Advisors first reported a position in AES in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's AES position peaked at $92K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.