Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$162K Buy
11,068
+4
+0% +$58 0.04% 165
2026
Q1
$156K Buy
11,064
+4
+0% +$60 0.04% 162
2025
Q4
$159K Buy
11,060
+2
+0% +$28 0.05% 161
2025
Q3
$145K Buy
+11,058
New +$144K 0.04% 170
2025
Q1
Sell
-7,316
Closed -$94.2K 166
2024
Q4
$94.2K Buy
7,316
+284
+4% +$4.24K 0.03% 193
2024
Q3
$141K Buy
7,032
+434
+7% +$7.68K 0.06% 133
2024
Q2
$116K Buy
6,598
+19
+0.3% +$361 0.04% 176
2024
Q1
$118K Sell
6,579
-3,893
-37% -$65.1K 0.04% 179
2023
Q4
$202K Sell
10,472
-453
-4% -$7.37K 0.08% 157
2023
Q3
$166K Buy
+10,925
New +$208K 0.07% 163
2023
Q1
$258K Sell
10,733
-11,821
-52% -$300K 0.1% 147
2022
Q4
$649K Buy
+22,554
New +$608K 0.26% 96

Other funds holding AES

Pathway Financial Advisers's AES Position: Q2 2026 in Review

Pathway Financial Advisers increased its AES (AES) stake by 0.04% in Q2 2026, buying an estimated $58 and bringing the position to 11,068 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #165.

Pathway Financial Advisers first reported a position in AES in Q4 2022 and has held it in 12 quarters since. The position peaked at $649K in Q4 2022. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Pathway Financial Advisers held 11,068 shares of AES worth $162K as of Q2 2026.
  • Pathway Financial Advisers bought 4 AES shares in Q2 2026, an estimated $58.
  • AES made up 0.04% of Pathway Financial Advisers's portfolio in Q2 2026, its #165 holding.
  • Pathway Financial Advisers first reported a position in AES in Q4 2022 and has held it in 12 quarters since.
  • Pathway Financial Advisers's AES position peaked at $649K in Q4 2022.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

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