PWG
AES icon

Portside Wealth Group’s AES AES Stock Holding History

Portside Wealth Group’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 		– Sell
-95,900
Closed -$1.35M – 516
2026
Q1 		$1.35M Buy
95,900
+1,756
+2% +$26.1K 0.18% 133
2025
Q4 		$1.35M Buy
94,144
+5,257
+6% +$74.1K 0.18% 129
2025
Q3 		$1.17M Buy
88,887
+8,402
+10% +$109K 0.16% 146
2025
Q2 		$847K Buy
80,485
+5,396
+7% +$57.8K 0.13% 174
2025
Q1 		$933K Buy
75,089
+3,767
+5% +$43.6K 0.15% 150
2024
Q4 		$918K Buy
71,322
+14,955
+27% +$223K 0.15% 146
2024
Q3 		$1.13M Buy
56,367
+5,160
+10% +$91.3K 0.19% 123
2024
Q2 		$900K Sell
51,207
-4,623
-8% -$87.9K 0.17% 133
2024
Q1 		$1M Buy
55,830
+3,095
+6% +$51.7K 0.19% 126
2023
Q4 		$1.02M Buy
52,735
+2,675
+5% +$43.5K 0.19% 123
2023
Q3 		$764K Buy
50,060
+20,571
+70% +$392K 0.14% 146
2023
Q2 		$611K Buy
+29,489
New +$649K 0.11% 176

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

Portside Wealth Group's AES Position: Q2 2026 in Review

Portside Wealth Group sold out of AES (AES) in Q2 2026, closing a stake of 95,900 shares — an estimated $1.35M sold.

Portside Wealth Group first reported a position in AES in Q2 2023 and held it in 12 quarters. The position peaked at $1.35M in Q1 2026. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Portside Wealth Group reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 95,900 AES shares in Q2 2026, an estimated $1.35M.
  • Portside Wealth Group first reported a position in AES in Q2 2023 and held it in 12 quarters.
  • Portside Wealth Group's AES position peaked at $1.35M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.