Principia Wealth Advisory’s AES AES Stock Holding History
Bought
Maintained
Sold
Other funds holding AES
Principia Wealth Advisory's AES Position: Q2 2026 in Review
Principia Wealth Advisory reduced its AES (AES) stake by 13% in Q2 2026, selling an estimated $102 and leaving 49 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #824.
Principia Wealth Advisory first reported a position in AES in Q4 2024 and has held it in 7 quarters since. The position peaked at $789 in Q1 2026. 703 funds tracked by Wall St. Rank hold AES as of Q2 2026.
- Principia Wealth Advisory held 49 shares of AES worth $718 as of Q2 2026.
- Principia Wealth Advisory sold 7 AES shares in Q2 2026, an estimated $102.
- AES made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #824 holding.
- Principia Wealth Advisory first reported a position in AES in Q4 2024 and has held it in 7 quarters since.
- Principia Wealth Advisory's AES position peaked at $789 in Q1 2026.
- 703 funds tracked by Wall St. Rank held AES as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.