Evermay Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $77.7K | Hold |
5,300
| – | – | 0.01% | 305 |
|
|
2026
Q1 | $74.7K | Hold |
5,300
| – | – | 0.01% | 282 |
|
|
2025
Q4 | $76K | Hold |
5,300
| – | – | 0.01% | 287 |
|
|
2025
Q3 | $69.7K | Hold |
5,300
| – | – | 0.01% | 298 |
|
|
2025
Q2 | $55.8K | Hold |
5,300
| – | – | 0.01% | 315 |
|
|
2025
Q1 | $65.8K | Hold |
5,300
| – | – | 0.01% | 303 |
|
|
2024
Q4 | $68.2K | Hold |
5,300
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $106K | Hold |
5,300
| – | – | 0.02% | 263 |
|
|
2024
Q2 | $93.1K | Hold |
5,300
| – | – | 0.01% | 277 |
|
|
2024
Q1 | $95K | Hold |
5,300
| – | – | 0.01% | 283 |
|
|
2023
Q4 | $102K | Sell |
5,300
-56
| -1% | -$911 | 0.02% | 257 |
|
|
2023
Q3 | $81.4K | Hold |
5,356
| – | – | 0.02% | 257 |
|
|
2023
Q2 | $111K | Buy |
5,356
+56
| +1% | +$1.23K | 0.02% | 230 |
|
|
2023
Q1 | $128K | Hold |
5,300
| – | – | 0.03% | 214 |
|
|
2022
Q4 | $152K | Hold |
5,300
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $120K | Hold |
5,300
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $111K | Hold |
5,300
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $136K | Hold |
5,300
| – | – | 0.02% | 220 |
|
|
2021
Q4 | $129K | Hold |
5,300
| – | – | 0.02% | 201 |
|
|
2021
Q3 | $121K | Hold |
5,300
| – | – | 0.02% | 202 |
|
|
2021
Q2 | $138K | Buy |
+5,300
| New | +$140K | 0.03% | 200 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$112K | – | 100 |
|
|
2017
Q1 | $112K | Hold |
10,000
| – | – | 0.05% | 101 |
|
|
2016
Q4 | $116K | Hold |
10,000
| – | – | 0.06% | 81 |
|
|
2016
Q3 | $129K | Hold |
10,000
| – | – | 0.07% | 75 |
|
|
2016
Q2 | $125K | Hold |
10,000
| – | – | 0.07% | 78 |
|
|
2016
Q1 | $118K | Hold |
10,000
| – | – | 0.07% | 73 |
|
|
2015
Q4 | $96K | Hold |
10,000
| – | – | 0.06% | 76 |
|
|
2015
Q3 | $98K | Hold |
10,000
| – | – | 0.06% | 80 |
|
|
2015
Q2 | $133K | Hold |
10,000
| – | – | 0.08% | 83 |
|
|
2015
Q1 | $129K | Sell |
10,000
-250
| -2% | -$3.13K | 0.08% | 86 |
|
|
2014
Q4 | $141K | Hold |
10,250
| – | – | 0.09% | 84 |
|
|
2014
Q3 | $145K | Hold |
10,250
| – | – | 0.12% | 80 |
|
|
2014
Q2 | $159K | Hold |
10,250
| – | – | 0.14% | 80 |
|
|
2014
Q1 | $146K | Sell |
10,250
-56
| -0.5% | -$790 | 0.16% | 65 |
|
|
2013
Q4 | $150K | Buy |
+10,306
| New | +$147K | 0.21% | 46 |
|
Other funds holding AES
Evermay Wealth Management's AES Position: Q2 2026 in Review
Evermay Wealth Management held its AES (AES) position steady in Q2 2026 at 5,300 shares worth $77.7K. The position accounts for 0.01% of the portfolio, ranked #305.
Evermay Wealth Management first reported a position in AES in Q4 2013 and has held it in 35 quarters since. The position peaked at $159K in Q2 2014. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.
- Evermay Wealth Management held 5,300 shares of AES worth $77.7K as of Q2 2026.
- Evermay Wealth Management left its AES share count unchanged in Q2 2026.
- AES made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #305 holding.
- Evermay Wealth Management first reported a position in AES in Q4 2013 and has held it in 35 quarters since.
- Evermay Wealth Management's AES position peaked at $159K in Q2 2014.
- 702 funds tracked by Wall St. Rank held AES as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.