DLA
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Douglas Lane & Associates’s AES AES Stock Holding History

Douglas Lane & Associates’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 		$3.46M Sell
232,287
-1,451,545
-86% -$21.4M 0.05% 137
2026
Q2 		$24.7M Sell
1,683,832
-1,361,447
-45% -$19.8M 0.34% 93
2026
Q1 		$42.9M Sell
3,045,279
-537,773
-15% -$8.01M 0.62% 69
2025
Q4 		$51.4M Sell
3,583,052
-205,579
-5% -$2.9M 0.71% 55
2025
Q3 		$49.9M Buy
3,788,631
+144
+0% +$1.87K 0.69% 59
2025
Q2 		$39.9M Buy
3,788,487
+57,781
+2% +$619K 0.58% 70
2025
Q1 		$46.3M Buy
3,730,706
+189,503
+5% +$2.19M 0.68% 60
2024
Q4 		$45.6M Buy
3,541,203
+32,122
+0.9% +$480K 0.64% 62
2024
Q3 		$70.4M Sell
3,509,081
-51,944
-1% -$919K 0.97% 38
2024
Q2 		$62.6M Buy
3,561,025
+1,026
+0% +$19.5K 0.89% 46
2024
Q1 		$63.8M Buy
3,559,999
+91,990
+3% +$1.54M 0.9% 48
2023
Q4 		$66.8M Buy
3,468,009
+298,558
+9% +$4.86M 1.03% 38
2023
Q3 		$48.2M Buy
3,169,451
+252,069
+9% +$4.8M 0.81% 49
2023
Q2 		$60.5M Buy
2,917,382
+77,715
+3% +$1.71M 0.98% 44
2023
Q1 		$68.4M Sell
2,839,667
-43,163
-1% -$1.1M 1.14% 37
2022
Q4 		$82.9M Sell
2,882,830
-230,692
-7% -$6.22M 1.39% 24
2022
Q3 		$70.4M Sell
3,113,522
-84,627
-3% -$2.01M 1.3% 27
2022
Q2 		$67.2M Buy
3,198,149
+9,651
+0.3% +$211K 1.14% 35
2022
Q1 		$82M Buy
3,188,498
+71,309
+2% +$1.61M 1.16% 28
2021
Q4 		$75.7M Buy
3,117,189
+133,339
+4% +$3.24M 1.01% 35
2021
Q3 		$68.1M Buy
2,983,850
+55,007
+2% +$1.34M 0.98% 36
2021
Q2 		$76.4M Buy
2,928,843
+69,199
+2% +$1.83M 1.07% 34
2021
Q1 		$76.7M Buy
2,859,644
+13,300
+0.5% +$354K 1.19% 29
2020
Q4 		$66.9M Buy
2,846,344
+250,967
+10% +$5.21M 1.12% 36
2020
Q3 		$47M Buy
+2,595,377
New +$43.4M 0.93% 43
2016
Q4 		– Sell
-10,500
Closed -$135K – 209
2016
Q3 		$135K Hold
10,500
– – ﹤0.01% 205
2016
Q2 		$131K Buy
+10,500
New +$118K ﹤0.01% 212

Other funds holding AES

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
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
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
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Douglas Lane & Associates's AES Position: Q3 2026 in Review

Douglas Lane & Associates reduced its AES (AES) stake by 86% in Q3 2026, selling an estimated $21.4M and leaving 232,287 shares worth $3.46M. The position accounts for 0.05% of the portfolio, ranked #137.

Douglas Lane & Associates first reported a position in AES in Q2 2016 and has held it in 27 quarters since. The position peaked at $82.9M in Q4 2022. 24 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Douglas Lane & Associates held 232,287 shares of AES worth $3.46M as of Q3 2026.
  • Douglas Lane & Associates sold 1,451,545 AES shares in Q3 2026, an estimated $21.4M.
  • AES made up 0.05% of Douglas Lane & Associates's portfolio in Q3 2026, its #137 holding.
  • Douglas Lane & Associates first reported a position in AES in Q2 2016 and has held it in 27 quarters since.
  • Douglas Lane & Associates's AES position peaked at $82.9M in Q4 2022.
  • 24 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.