Quaker Wealth Management
AES icon

Quaker Wealth Management’s AES AES Stock Holding History

Quaker Wealth Management’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 		$135 Hold
9
– – ﹤0.01% 887
2026
Q2 		$132 Hold
9
– – ﹤0.01% 910
2026
Q1 		$127 Sell
9
-1
-10% -$15 ﹤0.01% 900
2025
Q4 		$144 Buy
10
+6
+150% +$85 ﹤0.01% 902
2025
Q3 		$53 Hold
4
– – ﹤0.01% 827
2025
Q2 		$43 Buy
+4
New +$43 ﹤0.01% 856

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Howard Capital Management
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LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Quaker Wealth Management's AES Position: Q3 2026 in Review

Quaker Wealth Management held its AES (AES) position steady in Q3 2026 at 9 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Quaker Wealth Management first reported a position in AES in Q2 2025 and has held it in 6 quarters since. The position peaked at $144 in Q4 2025. 136 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Quaker Wealth Management held 9 shares of AES worth $135 as of Q3 2026.
  • Quaker Wealth Management left its AES share count unchanged in Q3 2026.
  • AES made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #887 holding.
  • Quaker Wealth Management first reported a position in AES in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's AES position peaked at $144 in Q4 2025.
  • 136 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.