DiNuzzo Private Wealth
AES icon

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
Q3 		$1.1K Hold
74
– – ﹤0.01% 852
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

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

DiNuzzo Private Wealth's AES Position: Q3 2026 in Review

DiNuzzo Private Wealth held its AES (AES) position steady in Q3 2026 at 74 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

DiNuzzo Private Wealth first reported a position in AES in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.27K in Q4 2023. 170 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • DiNuzzo Private Wealth held 74 shares of AES worth $1.1K as of Q3 2026.
  • DiNuzzo Private Wealth left its AES share count unchanged in Q3 2026.
  • AES made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #852 holding.
  • DiNuzzo Private Wealth first reported a position in AES in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's AES position peaked at $1.27K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.