Cornerstone Planning Group’s AES AES Stock Holding History

Cornerstone Planning Group’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	–	Sell	-45	Closed	-$669	–	211
2026 Q2	$669	Buy	45 +8	+22%	+$116	﹤0.01%	1609
2026 Q1	$532	Buy	37 +4	+12%	+$60	﹤0.01%	1629
2025 Q4	$501	Buy	33 +9	+38%	+$127	﹤0.01%	1512
2025 Q3	$1.65K	Sell	24 -73	-75%	-$948	﹤0.01%	1204
2025 Q2	$1.24K	Buy	+97	New	+$1.04K	﹤0.01%	1062
2025 Q1	–	Sell	-66	Closed	-$755	–	1558
2024 Q4	$755	Sell	66 -33	-33%	-$493	﹤0.01%	1027
2024 Q3	$1.64K	Hold	99	–	–	﹤0.01%	823
2024 Q2	$1.61K	Hold	99	–	–	﹤0.01%	832
2024 Q1	$1.85K	Buy	99 +91	+1,138%	+$1.52K	﹤0.01%	676
2023 Q4	$154	Hold	8	–	–	﹤0.01%	877
2023 Q3	$122	Buy	+8	New	+$152	﹤0.01%	1075

Other funds holding AES

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cornerstone Planning Group's AES Position: Q3 2026 in Review

Cornerstone Planning Group sold out of AES (AES) in Q3 2026, closing a stake of 45 shares — an estimated $669 sold.

Cornerstone Planning Group first reported a position in AES in Q3 2023 and held it in 11 quarters. The position peaked at $1.85K in Q1 2024. 118 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Cornerstone Planning Group reported no remaining AES position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 45 AES shares in Q3 2026, an estimated $669.
Cornerstone Planning Group first reported a position in AES in Q3 2023 and held it in 11 quarters.
Cornerstone Planning Group's AES position peaked at $1.85K in Q1 2024.
118 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.