Krilogy Financial’s AES AES Stock Holding History

Krilogy Financial’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	–	Sell	-13,842	Closed	-$203K	–	1087
2026 Q2	$203K	Buy	+13,842	New	+$201K	0.01%	967
2018 Q4	–	Sell	-2,671	Closed	-$37K	–	152
2018 Q3	$37K	Buy	+2,671	New	+$36K	0.01%	351
2017 Q4	–	Sell	-2,658	Closed	-$29K	–	764
2017 Q3	$29K	Buy	2,658 +892	+51%	+$10K	0.01%	422
2017 Q2	$20K	Sell	1,766 -52	-3%	-$597	0.01%	435
2017 Q1	$21K	Hold	1,818	–	–	0.01%	410
2016 Q4	$21K	Sell	1,818 -1,036	-36%	-$12.2K	0.01%	410
2016 Q3	$37K	Hold	2,854	–	–	0.01%	344
2016 Q2	$36K	Hold	2,854	–	–	0.01%	352
2016 Q1	$34K	Buy	+2,854	New	+$28.4K	0.01%	309

Other funds holding AES

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Krilogy Financial's AES Position: Q3 2026 in Review

Krilogy Financial sold out of AES (AES) in Q3 2026, closing a stake of 13,842 shares — an estimated $203K sold.

Krilogy Financial first reported a position in AES in Q1 2016 and held it in 9 quarters. The position peaked at $203K in Q2 2026. 119 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Krilogy Financial reported no remaining AES position as of Q3 2026 after selling out during the quarter.
Krilogy Financial sold 13,842 AES shares in Q3 2026, an estimated $203K.
Krilogy Financial first reported a position in AES in Q1 2016 and held it in 9 quarters.
Krilogy Financial's AES position peaked at $203K in Q2 2026.
119 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.