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Paladin Partners’s AES AES Stock Holding History

Paladin Partners’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 		$1.49K Hold
100
– – ﹤0.01% 185
2026
Q2 		$1.47K Hold
100
– – ﹤0.01% 192
2026
Q1 		$1.41K Hold
100
– – ﹤0.01% 189
2025
Q4 		$1.43K Buy
+100
New +$1.41K ﹤0.01% 198

Other funds holding AES

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Paladin Partners's AES Position: Q3 2026 in Review

Paladin Partners held its AES (AES) position steady in Q3 2026 at 100 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Paladin Partners first reported a position in AES in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Paladin Partners held 100 shares of AES worth $1.49K as of Q3 2026.
  • Paladin Partners left its AES share count unchanged in Q3 2026.
  • AES made up ﹤0.01% of Paladin Partners's portfolio in Q3 2026, its #185 holding.
  • Paladin Partners first reported a position in AES in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.