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LRI Investments’s AES AES Stock Holding History

LRI Investments’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 		$469 Buy
+32
New +$465 ﹤0.01% 1551
2025
Q1 		– Sell
-78
Closed -$1K – 1211
2024
Q4 		$1K Hold
78
– – ﹤0.01% 1111
2024
Q3 		$1.09K Hold
78
– – ﹤0.01% 1098
2024
Q2 		$1.37K Hold
78
– – ﹤0.01% 1083
2024
Q1 		$1.4K Buy
+78
New +$1.3K ﹤0.01% 779

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
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

LRI Investments's AES Position: Q2 2026 in Review

LRI Investments opened a new position in AES (AES) in Q2 2026: 32 shares worth $469. The stake represents ﹤0.01% of the portfolio and ranks #1551 among its holdings. This is a return to the name: LRI Investments previously reported a position in AES as recently as Q4 2024.

LRI Investments first reported a position in AES in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.4K in Q1 2024. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • LRI Investments held 32 shares of AES worth $469 as of Q2 2026.
  • AES was a new LRI Investments position in Q2 2026.
  • AES made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1551 holding.
  • LRI Investments first reported a position in AES in Q1 2024 and has held it in 5 quarters since.
  • LRI Investments's AES position peaked at $1.4K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.