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 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%	+$9.58K	﹤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	$5.53K	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

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

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

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

JFS Wealth Advisors's AES Position: Q2 2026 in Review

JFS Wealth Advisors increased its AES (AES) stake by 29% in Q2 2026, buying an estimated $1.25K and bringing the position to 387 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

JFS Wealth Advisors first reported a position in AES in Q2 2014 and has held it in 27 quarters since. The position peaked at $10.4K in Q1 2025. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

JFS Wealth Advisors held 387 shares of AES worth $5.67K as of Q2 2026.
JFS Wealth Advisors bought 86 AES shares in Q2 2026, an estimated $1.25K.
AES made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1232 holding.
JFS Wealth Advisors first reported a position in AES in Q2 2014 and has held it in 27 quarters since.
JFS Wealth Advisors's AES position peaked at $10.4K in Q1 2025.
87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.