Prospera Financial Services’s AES AES Stock Holding History

Prospera Financial Services’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	$523K	Sell	35,698 -4,482	-11%	-$65.1K	0.01%	1021
2026 Q1	$566K	Buy	40,180 +4,135	+11%	+$61.6K	0.01%	941
2025 Q4	$517K	Sell	36,045 -750	-2%	-$10.6K	0.01%	913
2025 Q3	$484K	Buy	36,795 +1,905	+5%	+$24.7K	0.01%	947
2025 Q2	$367K	Buy	+34,890	New	+$373K	0.01%	1025
2024 Q1	–	Sell	-39,672	Closed	-$764K	–	1092
2023 Q4	$764K	Sell	39,672 -228,745	-85%	-$3.72M	0.03%	538
2023 Q3	$4.08M	Sell	268,417 -20,716	-7%	-$395K	0.16%	145
2023 Q2	$5.99M	Buy	289,133 +9,262	+3%	+$204K	0.23%	104
2023 Q1	$6.74M	Sell	279,871 -13,925	-5%	-$354K	0.28%	90
2022 Q4	$8.45M	Buy	293,796 +88	+0%	+$2.37K	0.42%	50
2022 Q3	$6.64M	Buy	293,708 +11,664	+4%	+$277K	0.35%	58
2022 Q2	$5.93M	Buy	282,044 +6,754	+2%	+$147K	0.3%	71
2022 Q1	$7.08M	Buy	275,290 +3,449	+1%	+$78K	0.3%	63
2021 Q4	$6.61M	Buy	+271,841	New	+$6.61M	0.29%	75
2020 Q4	–	Sell	-691	Closed	-$13K	–	686
2020 Q3	$13K	Buy	+691	New	+$11.5K	0.01%	1022
2019 Q4	–	Sell	-29,113	Closed	-$476K	–	596
2019 Q3	$476K	Buy	+29,113	New	+$469K	0.05%	319

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 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

Prospera Financial Services's AES Position: Q2 2026 in Review

Prospera Financial Services reduced its AES (AES) stake by 11% in Q2 2026, selling an estimated $65.1K and leaving 35,698 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #1021.

Prospera Financial Services first reported a position in AES in Q3 2019 and has held it in 16 quarters since. The position peaked at $8.45M in Q4 2022. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Prospera Financial Services held 35,698 shares of AES worth $523K as of Q2 2026.
Prospera Financial Services sold 4,482 AES shares in Q2 2026, an estimated $65.1K.
AES made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1021 holding.
Prospera Financial Services first reported a position in AES in Q3 2019 and has held it in 16 quarters since.
Prospera Financial Services's AES position peaked at $8.45M in Q4 2022.
87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.