Fortitude Family Office’s AES AES Stock Holding History

Fortitude Family Office’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	$13.8K	Buy	942 +282	+43%	+$4.1K	﹤0.01%	659
2026 Q1	$9.3K	Buy	660 +213	+48%	+$3.17K	﹤0.01%	686
2025 Q4	$6.41K	Buy	447 +44	+11%	+$620	﹤0.01%	729
2025 Q3	$5.3K	Buy	403 +44	+12%	+$571	﹤0.01%	785
2025 Q2	$3.78K	Buy	+359	New	+$3.84K	﹤0.01%	901

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

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 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

Fortitude Family Office's AES Position: Q2 2026 in Review

Fortitude Family Office increased its AES (AES) stake by 43% in Q2 2026, buying an estimated $4.1K and bringing the position to 942 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Fortitude Family Office first reported a position in AES in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Fortitude Family Office held 942 shares of AES worth $13.8K as of Q2 2026.
Fortitude Family Office bought 282 AES shares in Q2 2026, an estimated $4.1K.
AES made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #659 holding.
Fortitude Family Office first reported a position in AES in Q2 2025 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.