Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11K Sell
741
-214
-22% -$3.11K 0.01% 1478
2026
Q1
$13K Sell
955
-13,103
-93% -$195K 0.01% 1276
2025
Q4
$202K Sell
14,058
-2,393
-15% -$33.7K 0.11% 211
2025
Q3
$217K Sell
16,451
-3,448
-17% -$44.8K 0.12% 180
2025
Q2
$209K Buy
19,899
+5,445
+38% +$58.3K 0.12% 160
2025
Q1
$180K Buy
14,454
+8,709
+152% +$101K 0.12% 188
2024
Q4
$74K Buy
5,745
+4,926
+601% +$73.6K 0.05% 678
2024
Q3
$16K Sell
819
-51
-6% -$902 0.01% 1284
2024
Q2
$15K Sell
870
-3,366
-79% -$64K 0.01% 1299
2024
Q1
$76K Sell
4,236
-3,195
-43% -$53.4K 0.05% 693
2023
Q4
$143K Buy
7,431
+6,475
+677% +$105K 0.1% 274
2023
Q3
$15K Sell
956
-414
-30% -$7.88K 0.01% 1217
2023
Q2
$29K Buy
1,370
+434
+46% +$9.56K 0.02% 987
2023
Q1
$23K Buy
936
+86
+10% +$2.19K 0.02% 951
2022
Q4
$24K Sell
850
-2,258
-73% -$60.9K 0.02% 972
2022
Q3
$70K Buy
3,108
+2,438
+364% +$57.8K 0.06% 548
2022
Q2
$14K Sell
670
-4,758
-88% -$104K 0.01% 1074
2022
Q1
$140K Buy
5,428
+5,018
+1,224% +$113K 0.09% 307
2021
Q4
$10K Buy
+410
New +$9.97K 0.01% 1009

Other funds holding AES

Covestor's AES Position: Q2 2026 in Review

Covestor reduced its AES (AES) stake by 22% in Q2 2026, selling an estimated $3.11K and leaving 741 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1478.

Covestor first reported a position in AES in Q4 2021 and has held it in 19 quarters since. The position peaked at $217K in Q3 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Covestor held 741 shares of AES worth $11K as of Q2 2026.
  • Covestor sold 214 AES shares in Q2 2026, an estimated $3.11K.
  • AES made up 0.01% of Covestor's portfolio in Q2 2026, its #1478 holding.
  • Covestor first reported a position in AES in Q4 2021 and has held it in 19 quarters since.
  • Covestor's AES position peaked at $217K in Q3 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.