GI
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GAMMA Investing’s AES AES Stock Holding History

GAMMA Investing’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 		$745K Buy
49,985
+16,064
+47% +$237K 0.03% 523
2026
Q2 		$497K Buy
33,921
+3,180
+10% +$46.2K 0.02% 657
2026
Q1 		$433K Sell
30,741
-7,499
-20% -$112K 0.02% 642
2025
Q4 		$548K Buy
38,240
+8,488
+29% +$120K 0.03% 503
2025
Q3 		$392K Buy
29,752
+20,657
+227% +$268K 0.02% 594
2025
Q2 		$95.7K Buy
9,095
+1,805
+25% +$19.3K 0.01% 1474
2025
Q1 		$90.5K Sell
7,290
-6,849
-48% -$79.2K 0.01% 1348
2024
Q4 		$182K Sell
14,139
-11,523
-45% -$172K 0.02% 740
2024
Q3 		$515K Buy
25,662
+1,287
+5% +$22.8K 0.05% 328
2024
Q2 		$428K Buy
24,375
+7,691
+46% +$146K 0.06% 294
2024
Q1 		$299K Buy
16,684
+6,390
+62% +$107K 0.06% 299
2023
Q4 		$172K Buy
+10,294
New +$167K 0.05% 352

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's AES Position: Q3 2026 in Review

GAMMA Investing increased its AES (AES) stake by 47% in Q3 2026, buying an estimated $237K and bringing the position to 49,985 shares worth $745K. The position accounts for 0.03% of the portfolio, ranked #523.

GAMMA Investing first reported a position in AES in Q4 2023 and has held it in 12 quarters since. 24 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • GAMMA Investing held 49,985 shares of AES worth $745K as of Q3 2026.
  • GAMMA Investing bought 16,064 AES shares in Q3 2026, an estimated $237K.
  • AES made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #523 holding.
  • GAMMA Investing first reported a position in AES in Q4 2023 and has held it in 12 quarters since.
  • 24 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.