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Cromwell Holdings’s AES AES Stock Holding History

Cromwell Holdings’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 		$37.6K Buy
2,563
+79
+3% +$1.15K 0.02% 526
2026
Q1 		$35K Hold
2,484
– – 0.02% 515
2025
Q4 		$35.6K Hold
2,484
– – 0.02% 514
2025
Q3 		$32.7K Buy
2,484
+1,737
+233% +$22.6K 0.02% 541
2025
Q2 		$7.86K Sell
747
-112
-13% -$1.2K ﹤0.01% 606
2025
Q1 		$10.7K Buy
859
+731
+571% +$8.46K 0.01% 585
2024
Q4 		$1.65K Sell
128
-1,595
-93% -$23.8K ﹤0.01% 619
2024
Q3 		$34.6K Buy
1,723
+640
+59% +$11.3K 0.02% 517
2024
Q2 		$19K Buy
+1,083
New +$20.6K 0.01% 568

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

Cromwell Holdings's AES Position: Q2 2026 in Review

Cromwell Holdings increased its AES (AES) stake by 3.2% in Q2 2026, buying an estimated $1.15K and bringing the position to 2,563 shares worth $37.6K. The position accounts for 0.02% of the portfolio, ranked #526.

Cromwell Holdings first reported a position in AES in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Cromwell Holdings held 2,563 shares of AES worth $37.6K as of Q2 2026.
  • Cromwell Holdings bought 79 AES shares in Q2 2026, an estimated $1.15K.
  • AES made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #526 holding.
  • Cromwell Holdings first reported a position in AES in Q2 2024 and has held it in 9 quarters since.
  • 93 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.