IFP Advisors’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 | $539K | Sell |
36,739
-13,373
| -27% | -$194K | 0.01% | 1010 |
|
|
2026
Q1 | $706K | Buy |
50,112
+47,438
| +1,774% | +$706K | 0.01% | 829 |
|
|
2025
Q4 | $38.3K | Buy |
2,674
+395
| +17% | +$5.57K | ﹤0.01% | 2345 |
|
|
2025
Q3 | $30K | Buy |
+2,279
| New | +$29.6K | ﹤0.01% | 2357 |
|
|
2025
Q2 | – | Sell |
-488
| Closed | -$5.22K | – | 2368 |
|
|
2025
Q1 | $7.05K | Sell |
488
-1,163
| -70% | -$13.5K | ﹤0.01% | 2697 |
|
|
2024
Q4 | $22.3K | Buy |
1,651
+655
| +66% | +$9.78K | ﹤0.01% | 2196 |
|
|
2024
Q3 | $20K | Sell |
996
-1,122
| -53% | -$19.8K | ﹤0.01% | 2152 |
|
|
2024
Q2 | $37.2K | Buy |
2,118
+836
| +65% | +$15.9K | ﹤0.01% | 1796 |
|
|
2024
Q1 | $23K | Buy |
1,282
+41
| +3% | +$685 | ﹤0.01% | 1904 |
|
|
2023
Q4 | $23.9K | Sell |
1,241
-6,706
| -84% | -$109K | ﹤0.01% | 1844 |
|
|
2023
Q3 | $121K | Sell |
7,947
-125
| -2% | -$2.38K | 0.01% | 1174 |
|
|
2023
Q2 | $167K | Buy |
8,072
+812
| +11% | +$17.9K | 0.01% | 1111 |
|
|
2023
Q1 | $75.9K | Sell |
7,260
-4,952
| -41% | -$126K | ﹤0.01% | 1389 |
|
|
2022
Q4 | $146K | Buy |
12,212
+7,349
| +151% | +$198K | ﹤0.01% | 1522 |
|
|
2022
Q3 | $74K | Buy |
4,863
+414
| +9% | +$9.81K | ﹤0.01% | 2068 |
|
|
2022
Q2 | $69K | Hold |
4,449
| – | – | ﹤0.01% | 1929 |
|
|
2022
Q1 | $69K | Buy |
4,449
+3,198
| +256% | +$72.3K | ﹤0.01% | 1929 |
|
|
2021
Q4 | $32K | Sell |
1,251
-286
| -19% | -$6.95K | ﹤0.01% | 1733 |
|
|
2021
Q3 | $36K | Sell |
1,537
-1,368
| -47% | -$33.2K | ﹤0.01% | 1710 |
|
|
2021
Q2 | $75K | Sell |
2,905
-49
| -2% | -$1.29K | ﹤0.01% | 1357 |
|
|
2021
Q1 | $79K | Sell |
2,954
-5,469
| -65% | -$145K | ﹤0.01% | 1264 |
|
|
2020
Q4 | $197K | Buy |
8,423
+68
| +0.8% | +$1.41K | 0.01% | 807 |
|
|
2020
Q3 | $151K | Buy |
8,355
+629
| +8% | +$10.5K | 0.01% | 808 |
|
|
2020
Q2 | $110K | Sell |
7,726
-1,294
| -14% | -$17K | 0.01% | 889 |
|
|
2020
Q1 | $121K | Buy |
9,020
+3,694
| +69% | +$66.2K | 0.01% | 751 |
|
|
2019
Q4 | $108K | Sell |
5,326
-2,198
| -29% | -$39.3K | 0.01% | 900 |
|
|
2019
Q3 | $124K | Buy |
+7,524
| New | +$121K | 0.01% | 957 |
|
|
2019
Q1 | $79K | Sell |
4,399
-25,868
| -85% | -$435K | 0.01% | 783 |
|
|
2018
Q4 | $432K | Sell |
30,267
-1,757
| -5% | -$26.4K | 0.03% | 606 |
|
|
2018
Q3 | $448K | Buy |
32,024
+10,646
| +50% | +$143K | 0.02% | 713 |
|
|
2018
Q2 | $287K | Sell |
21,378
-129
| -0.6% | -$1.59K | 0.01% | 898 |
|
|
2018
Q1 | $233K | Hold |
21,507
| – | – | 0.01% | 919 |
|
|
2017
Q4 | $233K | Sell |
21,507
-1,753
| -8% | -$19K | 0.01% | 921 |
|
|
2017
Q3 | $256K | Buy |
23,260
+2,808
| +14% | +$31.3K | 0.01% | 1003 |
|
|
2017
Q2 | $227K | Buy |
20,452
+9,123
| +81% | +$105K | 0.01% | 1053 |
|
|
2017
Q1 | $127K | Buy |
11,329
+5,489
| +94% | +$62.7K | 0.01% | 1361 |
|
|
2016
Q4 | $68K | Sell |
5,840
-1,060
| -15% | -$12.4K | ﹤0.01% | 1693 |
|
|
2016
Q3 | $89K | Sell |
6,900
-398
| -5% | -$4.96K | ﹤0.01% | 1438 |
|
|
2016
Q2 | $91K | Buy |
7,298
+2,899
| +66% | +$32.7K | 0.01% | 1394 |
|
|
2016
Q1 | $79K | Sell |
4,399
-1,799
| -29% | -$17.9K | 0.01% | 783 |
|
|
2015
Q4 | $59K | Buy |
+6,198
| New | +$62.1K | ﹤0.01% | 1503 |
|
Other funds holding AES
IFP Advisors's AES Position: Q2 2026 in Review
IFP Advisors reduced its AES (AES) stake by 27% in Q2 2026, selling an estimated $194K and leaving 36,739 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #1010.
IFP Advisors first reported a position in AES in Q4 2015 and has held it in 41 quarters since. The position peaked at $706K in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.
- IFP Advisors held 36,739 shares of AES worth $539K as of Q2 2026.
- IFP Advisors sold 13,373 AES shares in Q2 2026, an estimated $194K.
- AES made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1010 holding.
- IFP Advisors first reported a position in AES in Q4 2015 and has held it in 41 quarters since.
- IFP Advisors's AES position peaked at $706K in Q1 2026.
- 702 funds tracked by Wall St. Rank held AES as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.