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COWA LLC’s AES AES Stock Holding History

COWA LLC’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 		$555K Sell
37,251
-16,431
-31% -$243K 0.14% 108
2026
Q2 		$787K Sell
53,682
-380
-0.7% -$5.52K 0.2% 79
2026
Q1 		$762K Buy
54,062
+7,164
+15% +$107K 0.21% 85
2025
Q4 		$673K Buy
46,898
+17,606
+60% +$248K 0.2% 79
2025
Q3 		$385K Buy
29,292
+4,942
+20% +$64.2K 0.13% 105
2025
Q2 		$256K Sell
24,350
-1,942
-7% -$20.8K 0.1% 113
2025
Q1 		$327K Buy
+26,292
New +$304K 0.14% 107
2024
Q4 		– Sell
-19,806
Closed -$397K – 124
2024
Q3 		$397K Buy
+19,806
New +$350K 0.19% 89

Other funds holding AES

Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

COWA LLC's AES Position: Q3 2026 in Review

COWA LLC reduced its AES (AES) stake by 31% in Q3 2026, selling an estimated $243K and leaving 37,251 shares worth $555K. The position accounts for 0.14% of the portfolio, ranked #108.

COWA LLC first reported a position in AES in Q3 2024 and has held it in 8 quarters since. The position peaked at $787K in Q2 2026. 248 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • COWA LLC held 37,251 shares of AES worth $555K as of Q3 2026.
  • COWA LLC sold 16,431 AES shares in Q3 2026, an estimated $243K.
  • AES made up 0.14% of COWA LLC's portfolio in Q3 2026, its #108 holding.
  • COWA LLC first reported a position in AES in Q3 2024 and has held it in 8 quarters since.
  • COWA LLC's AES position peaked at $787K in Q2 2026.
  • 248 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.