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Kaizen Financial Strategies’s AES AES Stock Holding History

Kaizen Financial Strategies’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 		$257K Sell
17,552
-4,633
-21% -$67.3K 0.08% 147
2026
Q1 		$322K Buy
22,185
+7,485
+51% +$111K 0.14% 119
2025
Q4 		$211K Buy
+14,700
New +$207K 0.09% 157

Other funds holding AES

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Kaizen Financial Strategies's AES Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its AES (AES) stake by 21% in Q2 2026, selling an estimated $67.3K and leaving 17,552 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #147.

Kaizen Financial Strategies first reported a position in AES in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q1 2026. 231 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Kaizen Financial Strategies held 17,552 shares of AES worth $257K as of Q2 2026.
  • Kaizen Financial Strategies sold 4,633 AES shares in Q2 2026, an estimated $67.3K.
  • AES made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #147 holding.
  • Kaizen Financial Strategies first reported a position in AES in Q4 2025 and has held it in 3 quarters since.
  • Kaizen Financial Strategies's AES position peaked at $322K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.