Diversify Advisory Services’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$166K Buy
+11,218
New +$163K ﹤0.01% 1204
2026
Q1
Sell
-19,858
Closed -$282K 223
2025
Q4
$282K Sell
19,858
-1,791
-8% -$25.2K 0.01% 777
2025
Q3
$295K Sell
21,649
-4,334
-17% -$56.3K 0.01% 726
2025
Q2
$335K Buy
25,983
+5,079
+24% +$54.4K 0.01% 649
2025
Q1
$217K Buy
20,904
+1,006
+5% +$11.6K 0.01% 594
2024
Q4
$239K Buy
19,898
+5,016
+34% +$74.9K 0.01% 539
2024
Q3
$253K Sell
14,882
-3,389
-19% -$59.9K 0.01% 540
2024
Q2
$323K Sell
18,271
-22,389
-55% -$426K 0.02% 484
2024
Q1
$735K Buy
+40,660
New +$679K 0.04% 319

Other funds holding AES

Diversify Advisory Services's AES Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in AES (AES) in Q2 2026: 11,218 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in AES as recently as Q4 2025.

Diversify Advisory Services first reported a position in AES in Q1 2024 and has held it in 9 quarters since. The position peaked at $735K in Q1 2024. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Diversify Advisory Services held 11,218 shares of AES worth $166K as of Q2 2026.
  • AES was a new Diversify Advisory Services position in Q2 2026.
  • AES made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1204 holding.
  • Diversify Advisory Services first reported a position in AES in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's AES position peaked at $735K in Q1 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.