CI
AES icon

CX Institutional’s AES AES Stock Holding History

CX Institutional’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 		$293K Buy
19,652
+4,687
+31% +$69.2K 0.01% 631
2026
Q2 		$219K Buy
14,965
+741
+5% +$10.8K 0.01% 728
2026
Q1 		$200K Buy
14,224
+66
+0.5% +$983 0.01% 715
2025
Q4 		$203K Buy
14,158
+2,078
+17% +$29.3K 0.01% 705
2025
Q3 		$159K Buy
12,080
+596
+5% +$7.74K ﹤0.01% 748
2025
Q2 		$121K Buy
11,484
+982
+9% +$10.5K ﹤0.01% 735
2025
Q1 		$130K Buy
+10,502
New +$122K ﹤0.01% 698
2024
Q3 		– Sell
-137,557
Closed -$2.42M – 552
2024
Q2 		$2.42M Buy
137,557
+2,877
+2% +$54.7K 0.11% 189
2024
Q1 		$2.41M Buy
134,680
+131,067
+3,628% +$2.19M 0.12% 184
2023
Q4 		$69.6K Buy
+3,613
New +$58.8K ﹤0.01% 517
2022
Q3 		– Sell
-1,221
Closed -$26K – 464
2022
Q2 		$26K Buy
+1,221
New +$26.6K ﹤0.01% 789
2021
Q4 		– Sell
-1,246
Closed -$28K – 344
2021
Q3 		$28K Sell
1,246
-27
-2% -$656 ﹤0.01% 682
2021
Q2 		$33K Buy
1,273
+151
+13% +$3.99K ﹤0.01% 642
2021
Q1 		$30K Buy
1,122
+160
+17% +$4.26K ﹤0.01% 593
2020
Q4 		$23K Buy
962
+107
+13% +$2.22K ﹤0.01% 583
2020
Q3 		$15K Buy
855
+313
+58% +$5.23K ﹤0.01% 602
2020
Q2 		$8K Buy
542
+439
+426% +$5.77K ﹤0.01% 586
2020
Q1 		$1K Sell
103
-132
-56% -$2.37K ﹤0.01% 707
2019
Q4 		$5K Buy
235
+32
+16% +$573 ﹤0.01% 533
2019
Q3 		$3K Sell
203
-365
-64% -$5.88K ﹤0.01% 653
2019
Q2 		$10K Buy
568
+411
+262% +$6.96K ﹤0.01% 483
2019
Q1 		$3K Buy
+157
New +$2.64K ﹤0.01% 610

Other funds holding AES

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional's AES Position: Q3 2026 in Review

CX Institutional increased its AES (AES) stake by 31% in Q3 2026, buying an estimated $69.2K and bringing the position to 19,652 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #631.

CX Institutional first reported a position in AES in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.42M in Q2 2024. 20 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • CX Institutional held 19,652 shares of AES worth $293K as of Q3 2026.
  • CX Institutional bought 4,687 AES shares in Q3 2026, an estimated $69.2K.
  • AES made up 0.01% of CX Institutional's portfolio in Q3 2026, its #631 holding.
  • CX Institutional first reported a position in AES in Q1 2019 and has held it in 22 quarters since.
  • CX Institutional's AES position peaked at $2.42M in Q2 2024.
  • 20 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.