Elevation Wealth Partners
AES icon

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
Q3 		$8.38K Buy
562
+229
+69% +$3.38K ﹤0.01% 953
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

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

Elevation Wealth Partners's AES Position: Q3 2026 in Review

Elevation Wealth Partners increased its AES (AES) stake by 69% in Q3 2026, buying an estimated $3.38K and bringing the position to 562 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Elevation Wealth Partners first reported a position in AES in Q3 2025 and has held it in 5 quarters since. 178 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Elevation Wealth Partners held 562 shares of AES worth $8.38K as of Q3 2026.
  • Elevation Wealth Partners bought 229 AES shares in Q3 2026, an estimated $3.38K.
  • AES made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #953 holding.
  • Elevation Wealth Partners first reported a position in AES in Q3 2025 and has held it in 5 quarters since.
  • 178 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.