DiNuzzo Private Wealth’s AES AES Stock Holding History

DiNuzzo Private Wealth’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	$1.08K	Hold	74	–	–	﹤0.01%	880
2026 Q1	$1.04K	Buy	74 +10	+16%	+$149	﹤0.01%	857
2025 Q4	$918	Sell	64 -8	-11%	-$113	﹤0.01%	903
2025 Q3	$975	Buy	72 +48	+200%	+$623	﹤0.01%	881
2025 Q2	$253	Buy	24 +8	+50%	+$86	﹤0.01%	1212
2025 Q1	$199	Sell	16 -21	-57%	-$243	﹤0.01%	1237
2024 Q4	$477	Sell	37 -6	-14%	-$90	﹤0.01%	1096
2024 Q3	$863	Buy	43 +3	+8%	+$53	﹤0.01%	913
2024 Q2	$703	Buy	40 +10	+33%	+$190	﹤0.01%	928
2024 Q1	$538	Sell	30 -36	-55%	-$602	﹤0.01%	947
2023 Q4	$1.27K	Buy	+66	New	+$1.07K	﹤0.01%	613

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 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

DiNuzzo Private Wealth's AES Position: Q2 2026 in Review

DiNuzzo Private Wealth held its AES (AES) position steady in Q2 2026 at 74 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

DiNuzzo Private Wealth first reported a position in AES in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27K in Q4 2023. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

DiNuzzo Private Wealth held 74 shares of AES worth $1.08K as of Q2 2026.
DiNuzzo Private Wealth left its AES share count unchanged in Q2 2026.
AES made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #880 holding.
DiNuzzo Private Wealth first reported a position in AES in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's AES position peaked at $1.27K in Q4 2023.
87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.