CGH
AES icon

Crossmark Global Holdings’s AES AES Stock Holding History

Crossmark Global 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 		$493K Buy
33,624
+646
+2% +$9.39K 0.01% 864
2026
Q1 		$465K Sell
32,978
-610
-2% -$9.08K 0.01% 854
2025
Q4 		$482K Buy
33,588
+700
+2% +$9.87K 0.01% 848
2025
Q3 		$433K Buy
32,888
+12
+0% +$156 0.01% 950
2025
Q2 		$346K Sell
32,876
-899
-3% -$9.62K 0.01% 1036
2025
Q1 		$419K Sell
33,775
-702
-2% -$8.12K 0.01% 937
2024
Q4 		$444K Sell
34,477
-40
-0.1% -$597 0.01% 882
2024
Q3 		$692K Hold
34,517
– – 0.01% 728
2024
Q2 		$607K Sell
34,517
-90
-0.3% -$1.71K 0.01% 749
2024
Q1 		$620K Sell
34,607
-150
-0.4% -$2.51K 0.01% 768
2023
Q4 		$669K Sell
34,757
-813
-2% -$13.2K 0.01% 729
2023
Q3 		$462K Buy
35,570
+158
+0.4% +$3.01K 0.01% 844
2023
Q2 		$769K Sell
35,412
-277
-0.8% -$6.1K 0.02% 673
2023
Q1 		$860K Sell
35,689
-1,085
-3% -$27.6K 0.02% 623
2022
Q4 		$1.06M Buy
36,774
+1,223
+3% +$33K 0.03% 554
2022
Q3 		$803K Buy
35,551
+2,105
+6% +$49.9K 0.02% 609
2022
Q2 		$702K Sell
33,446
-240
-0.7% -$5.24K 0.02% 681
2022
Q1 		$867K Buy
33,686
+210
+0.6% +$4.75K 0.02% 679
2021
Q4 		$813K Sell
33,476
-1,920
-5% -$46.7K 0.02% 699
2021
Q3 		$808K Buy
35,396
+650
+2% +$15.8K 0.02% 683
2021
Q2 		$906K Buy
34,746
+1,190
+4% +$31.4K 0.02% 651
2021
Q1 		$900K Sell
33,556
-3,900
-10% -$104K 0.02% 627
2020
Q4 		$880K Sell
37,456
-4,930
-12% -$102K 0.02% 606
2020
Q3 		$768K Sell
42,386
-6,090
-13% -$102K 0.02% 614
2020
Q2 		$702K Buy
48,476
+9,733
+25% +$128K 0.02% 646
2020
Q1 		$527K Buy
38,743
+290
+0.8% +$5.2K 0.02% 632
2019
Q4 		$765K Sell
38,453
-580
-1% -$10.4K 0.02% 643
2019
Q3 		$638K Sell
39,033
-2,680
-6% -$43.2K 0.02% 692
2019
Q2 		$699K Sell
41,713
-2,233
-5% -$37.8K 0.02% 664
2019
Q1 		$795K Buy
43,946
+1,260
+3% +$21.2K 0.02% 621
2018
Q4 		$617K Sell
42,686
-63,877
-60% -$959K 0.02% 672
2018
Q3 		$1.49M Buy
106,563
+1,076
+1% +$14.5K 0.04% 489
2018
Q2 		$1.42M Sell
105,487
-1,980
-2% -$24.4K 0.04% 489
2018
Q1 		$1.22M Sell
107,467
-4,853
-4% -$52.8K 0.03% 554
2017
Q4 		$1.22M Buy
112,320
+730
+0.7% +$7.9K 0.03% 577
2017
Q3 		$1.23M Buy
+111,590
New +$1.25M 0.03% 550
2016
Q3 		$1.23M Buy
+111,590
New +$1.39M 0.03% 550

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
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
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Crossmark Global Holdings's AES Position: Q2 2026 in Review

Crossmark Global Holdings increased its AES (AES) stake by 2% in Q2 2026, buying an estimated $9.39K and bringing the position to 33,624 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #864.

Crossmark Global Holdings first reported a position in AES in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.49M in Q3 2018. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Crossmark Global Holdings held 33,624 shares of AES worth $493K as of Q2 2026.
  • Crossmark Global Holdings bought 646 AES shares in Q2 2026, an estimated $9.39K.
  • AES made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #864 holding.
  • Crossmark Global Holdings first reported a position in AES in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's AES position peaked at $1.49M in Q3 2018.
  • 87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.