Elevated Capital Advisors
AES icon

Elevated Capital Advisors’s AES AES Stock Holding History

Elevated Capital Advisors’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 		$31.2K Hold
2,094
– – 0.01% 346
2026
Q2 		$30.7K Hold
2,094
– – 0.01% 381
2026
Q1 		$29.5K Sell
2,094
-4,269
-67% -$63.6K 0.01% 388
2025
Q4 		$91.2K Buy
+6,363
New +$89.7K 0.02% 301

Other funds holding AES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Elevated Capital Advisors's AES Position: Q3 2026 in Review

Elevated Capital Advisors held its AES (AES) position steady in Q3 2026 at 2,094 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #346.

Elevated Capital Advisors first reported a position in AES in Q4 2025 and has held it in 4 quarters since. The position peaked at $91.2K in Q4 2025. 318 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Elevated Capital Advisors held 2,094 shares of AES worth $31.2K as of Q3 2026.
  • Elevated Capital Advisors left its AES share count unchanged in Q3 2026.
  • AES made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #346 holding.
  • Elevated Capital Advisors first reported a position in AES in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's AES position peaked at $91.2K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.