HIA
AES icon

Harbor Investment Advisory’s AES AES Stock Holding History

Harbor Investment Advisory’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 		$53.6K Hold
3,659
– – ﹤0.01% 736
2026
Q1 		$51.6K Hold
3,659
– – ﹤0.01% 617
2025
Q4 		$52.5K Hold
3,659
– – ﹤0.01% 649
2025
Q3 		$48.2K Hold
3,659
– – ﹤0.01% 649
2025
Q2 		$38.5K Hold
3,659
– – ﹤0.01% 678
2025
Q1 		$45.4K Hold
3,659
– – ﹤0.01% 633
2024
Q4 		$47.1K Hold
3,659
– – ﹤0.01% 619
2024
Q3 		$73.4K Sell
3,659
-11
-0.3% -$195 0.01% 525
2024
Q2 		$64.5K Buy
3,670
+11
+0.3% +$209 0.01% 533
2024
Q1 		$65.6K Hold
3,659
– – 0.01% 529
2023
Q4 		$70.4K Sell
3,659
-83
-2% -$1.35K 0.01% 495
2023
Q3 		$56.9K Hold
3,742
– – 0.01% 524
2023
Q2 		$77.6K Sell
3,742
-6,303
-63% -$139K 0.01% 573
2023
Q1 		$242K Buy
10,045
+296
+3% +$7.52K 0.04% 313
2022
Q4 		$280K Hold
9,749
– – 0.04% 292
2022
Q3 		$220K Buy
9,749
+20
+0.2% +$474 0.04% 316
2022
Q2 		$204K Hold
9,729
– – 0.03% 333
2022
Q1 		$250K Buy
9,729
+5,987
+160% +$135K 0.03% 329
2021
Q4 		$91K Hold
3,742
– – 0.01% 562
2021
Q3 		$85K Hold
3,742
– – 0.01% 570
2021
Q2 		$98K Hold
3,742
– – 0.01% 516
2021
Q1 		$100K Hold
3,742
– – 0.02% 479
2020
Q4 		$88K Hold
3,742
– – 0.01% 484
2020
Q3 		$68K Buy
3,742
+83
+2% +$1.39K 0.01% 432
2020
Q2 		$53K Hold
3,659
– – 0.01% 431
2020
Q1 		$50K Hold
3,659
– – 0.01% 406
2019
Q4 		$73K Buy
+3,659
New +$65.5K 0.02% 364

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
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
AA
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

Harbor Investment Advisory's AES Position: Q2 2026 in Review

Harbor Investment Advisory held its AES (AES) position steady in Q2 2026 at 3,659 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Harbor Investment Advisory first reported a position in AES in Q4 2019 and has held it in 27 quarters since. The position peaked at $280K in Q4 2022. 95 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Harbor Investment Advisory held 3,659 shares of AES worth $53.6K as of Q2 2026.
  • Harbor Investment Advisory left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #736 holding.
  • Harbor Investment Advisory first reported a position in AES in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's AES position peaked at $280K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.