Essential Partners
AES icon

Essential Partners’s AES AES Stock Holding History

Essential 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 		$15.5K Sell
1,041
-5,439
-84% -$80.3K 0.01% 1004
2026
Q2 		$95K Buy
6,480
+6,401
+8,103% +$93K 0.04% 434
2026
Q1 		$1.11K Buy
79
+47
+147% +$700 ﹤0.01% 2206
2025
Q4 		$459 Hold
32
– – ﹤0.01% 2244
2025
Q3 		$421 Buy
+32
New +$416 ﹤0.01% 2252

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
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
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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Essential Partners's AES Position: Q3 2026 in Review

Essential Partners reduced its AES (AES) stake by 84% in Q3 2026, selling an estimated $80.3K and leaving 1,041 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #1004.

Essential Partners first reported a position in AES in Q3 2025 and has held it in 5 quarters since. The position peaked at $95K in Q2 2026. 107 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Essential Partners held 1,041 shares of AES worth $15.5K as of Q3 2026.
  • Essential Partners sold 5,439 AES shares in Q3 2026, an estimated $80.3K.
  • AES made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1004 holding.
  • Essential Partners first reported a position in AES in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's AES position peaked at $95K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.