JFS Wealth Advisors
AES icon

JFS Wealth Advisors’s AES AES Stock Holding History

JFS Wealth 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 		$5.77K Hold
387
– – ﹤0.01% 1183
2026
Q2 		$5.67K Buy
387
+86
+29% +$1.25K ﹤0.01% 1232
2026
Q1 		$4.24K Buy
301
+11
+4% +$164 ﹤0.01% 1254
2025
Q4 		$4.16K Buy
290
+135
+87% +$1.9K ﹤0.01% 1312
2025
Q3 		$2.04K Buy
155
+154
+15,400% +$2K ﹤0.01% 1436
2025
Q2 		$11 Sell
1
-836
-100% -$8.95K ﹤0.01% 1858
2025
Q1 		$10.4K Buy
837
+828
+9,200% +$9.6K ﹤0.01% 872
2024
Q4 		$116 Sell
9
-251
-97% -$3.75K ﹤0.01% 1877
2024
Q3 		$5.22K Buy
260
+78
+43% +$1.38K ﹤0.01% 1107
2024
Q2 		$3.2K Sell
182
-1
-0.5% -$19 ﹤0.01% 1245
2024
Q1 		$3.28K Sell
183
-104
-36% -$1.74K ﹤0.01% 1261
2023
Q4 		$5.52K Buy
287
+239
+498% +$3.89K ﹤0.01% 1014
2023
Q3 		$730 Sell
48
-187
-80% -$3.56K ﹤0.01% 1661
2023
Q2 		$4.87K Buy
235
+50
+27% +$1.1K ﹤0.01% 1013
2023
Q1 		$4.46K Sell
185
-137
-43% -$3.48K ﹤0.01% 1040
2022
Q4 		$9.26K Buy
322
+27
+9% +$728 ﹤0.01% 740
2022
Q3 		$7K Buy
295
+123
+72% +$2.92K ﹤0.01% 836
2022
Q2 		$4K Sell
172
-39
-18% -$851 ﹤0.01% 1034
2022
Q1 		$5K Buy
211
+142
+206% +$3.21K ﹤0.01% 1012
2021
Q4 		$2K Buy
+69
New +$1.68K ﹤0.01% 1015
2016
Q2 		– Sell
-135
Closed -$2K – 500
2016
Q1 		$2K Hold
135
– – ﹤0.01% 510
2015
Q4 		$1K Sell
135
-300
-69% -$3.01K ﹤0.01% 514
2015
Q3 		$4K Buy
435
+135
+45% +$1.63K ﹤0.01% 400
2015
Q2 		$4K Hold
300
– – ﹤0.01% 416
2015
Q1 		$4K Hold
300
– – ﹤0.01% 424
2014
Q4 		$4K Hold
300
– – ﹤0.01% 441
2014
Q3 		$4K Hold
300
– – ﹤0.01% 389
2014
Q2 		$5K Buy
+300
New +$4.31K ﹤0.01% 368

Other funds holding AES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

JFS Wealth Advisors's AES Position: Q3 2026 in Review

JFS Wealth Advisors held its AES (AES) position steady in Q3 2026 at 387 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

JFS Wealth Advisors first reported a position in AES in Q2 2014 and has held it in 28 quarters since. The position peaked at $10.4K in Q1 2025. 533 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • JFS Wealth Advisors held 387 shares of AES worth $5.77K as of Q3 2026.
  • JFS Wealth Advisors left its AES share count unchanged in Q3 2026.
  • AES made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1183 holding.
  • JFS Wealth Advisors first reported a position in AES in Q2 2014 and has held it in 28 quarters since.
  • JFS Wealth Advisors's AES position peaked at $10.4K in Q1 2025.
  • 533 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.