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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
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

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
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

CoreCap Advisors's AES Position: Q2 2026 in Review

CoreCap Advisors increased its AES (AES) stake by 158% in Q2 2026, buying an estimated $55.9K and bringing the position to 6,277 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

CoreCap Advisors first reported a position in AES in Q4 2021 and has held it in 13 quarters since. 95 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • CoreCap Advisors held 6,277 shares of AES worth $92K as of Q2 2026.
  • CoreCap Advisors bought 3,848 AES shares in Q2 2026, an estimated $55.9K.
  • AES made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1144 holding.
  • CoreCap Advisors first reported a position in AES in Q4 2021 and has held it in 13 quarters since.
  • 95 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.