FFA
AES icon

Farther Finance Advisors’s AES AES Stock Holding History

Farther Finance 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 		$889K Buy
59,641
+34,341
+136% +$507K 0.01% 1201
2026
Q2 		$371K Buy
25,300
+6,124
+32% +$89K ﹤0.01% 1776
2026
Q1 		$272K Buy
19,176
+5,436
+40% +$80.9K ﹤0.01% 1798
2025
Q4 		$197K Buy
13,740
+8,853
+181% +$125K ﹤0.01% 1921
2025
Q3 		$64.3K Buy
4,887
+473
+11% +$6.14K ﹤0.01% 2307
2025
Q2 		$46.4K Buy
4,414
+428
+11% +$4.58K ﹤0.01% 2167
2025
Q1 		$49.3K Sell
3,986
-655
-14% -$7.58K ﹤0.01% 1907
2024
Q4 		$59.7K Sell
4,641
-773
-14% -$11.5K ﹤0.01% 1567
2024
Q3 		$109K Sell
5,414
-47
-0.9% -$831 ﹤0.01% 1267
2024
Q2 		$95.2K Buy
5,461
+1,576
+41% +$30K ﹤0.01% 1149
2024
Q1 		$70.2K Buy
3,885
+145
+4% +$2.42K ﹤0.01% 1064
2023
Q4 		$72K Buy
3,740
+2,365
+172% +$38.5K 0.01% 905
2023
Q3 		$20.9K Buy
1,375
+235
+21% +$4.48K ﹤0.01% 1070
2023
Q2 		$23.6K Buy
1,140
+26
+2% +$573 0.01% 947
2023
Q1 		$26.8K Buy
1,114
+2
+0.2% +$51 0.01% 810
2022
Q4 		$32K Buy
+1,112
New +$30K 0.01% 597

Other funds holding AES

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Farther Finance Advisors's AES Position: Q3 2026 in Review

Farther Finance Advisors increased its AES (AES) stake by 136% in Q3 2026, buying an estimated $507K and bringing the position to 59,641 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #1201.

Farther Finance Advisors first reported a position in AES in Q4 2022 and has held it in 16 quarters since. 24 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Farther Finance Advisors held 59,641 shares of AES worth $889K as of Q3 2026.
  • Farther Finance Advisors bought 34,341 AES shares in Q3 2026, an estimated $507K.
  • AES made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1201 holding.
  • Farther Finance Advisors first reported a position in AES in Q4 2022 and has held it in 16 quarters since.
  • 24 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.