Elevation Wealth Partners’s AES AES Stock Holding History

Elevation Wealth Partners’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	$4.89K	Buy	333 +249	+296%	+$3.62K	﹤0.01%	1024
2026 Q1	$1.19K	Buy	84 +28	+50%	+$417	﹤0.01%	981
2025 Q4	$810	Hold	56	–	–	﹤0.01%	880
2025 Q3	$744	Buy	+56	New	+$727	﹤0.01%	774
2025 Q2	–	Hold	0	–	–	–	485
2025 Q1	–	Hold	0	–	–	–	494
2024 Q4	–	Hold	0	–	–	–	499
2024 Q3	–	Hold	0	–	–	–	474
2024 Q2	–	Hold	0	–	–	–	507
2024 Q1	–	Hold	0	–	–	–	477
2023 Q4	–	Hold	0	–	–	–	441
2023 Q3	–	Hold	0	–	–	–	344
2023 Q2	–	Hold	0	–	–	–	350
2023 Q1	–	Hold	0	–	–	–	344

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

Elevation Wealth Partners's AES Position: Q2 2026 in Review

Elevation Wealth Partners increased its AES (AES) stake by 296% in Q2 2026, buying an estimated $3.62K and bringing the position to 333 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Elevation Wealth Partners first reported a position in AES in Q3 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Elevation Wealth Partners held 333 shares of AES worth $4.89K as of Q2 2026.
Elevation Wealth Partners bought 249 AES shares in Q2 2026, an estimated $3.62K.
AES made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1024 holding.
Elevation Wealth Partners first reported a position in AES in Q3 2025 and has held it in 4 quarters since.
87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.