Raffa Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $498 | Hold |
34
| – | – | ﹤0.01% | 1187 |
|
|
2026
Q1 | $479 | Buy |
34
+8
| +31% | +$119 | ﹤0.01% | 1071 |
|
|
2025
Q4 | $373 | Hold |
26
| – | – | ﹤0.01% | 1096 |
|
|
2025
Q3 | $342 | Hold |
26
| – | – | ﹤0.01% | 1114 |
|
|
2025
Q2 | $274 | Sell |
26
-75
| -74% | -$803 | ﹤0.01% | 1056 |
|
|
2025
Q1 | $1.25K | Hold |
101
| – | – | ﹤0.01% | 762 |
|
|
2024
Q4 | $1.3K | Buy |
101
+75
| +288% | +$1.12K | ﹤0.01% | 787 |
|
|
2024
Q3 | $522 | Hold |
26
| – | – | ﹤0.01% | 981 |
|
|
2024
Q2 | $457 | Hold |
26
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q1 | $466 | Hold |
26
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q4 | $501 | Hold |
26
| – | – | ﹤0.01% | 972 |
|
|
2023
Q3 | $395 | Hold |
26
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $539 | Hold |
26
| – | – | ﹤0.01% | 955 |
|
|
2023
Q1 | $626 | Hold |
26
| – | – | ﹤0.01% | 915 |
|
|
2022
Q4 | $748 | Hold |
26
| – | – | ﹤0.01% | 855 |
|
|
2022
Q3 | $588 | Hold |
26
| – | – | ﹤0.01% | 984 |
|
|
2022
Q2 | $546 | Hold |
26
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q1 | $669 | Hold |
26
| – | – | ﹤0.01% | 988 |
|
|
2021
Q4 | $632 | Hold |
26
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q3 | $594 | Hold |
26
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q2 | $678 | Hold |
26
| – | – | ﹤0.01% | 979 |
|
|
2021
Q1 | $697 | Buy |
+26
| New | +$692 | ﹤0.01% | 967 |
|
|
2017
Q1 | – | Sell |
-36
| Closed | -$418 | – | 386 |
|
|
2016
Q4 | $418 | Hold |
36
| – | – | ﹤0.01% | 811 |
|
|
2016
Q3 | $463 | Hold |
36
| – | – | ﹤0.01% | 756 |
|
|
2016
Q2 | $449 | Hold |
36
| – | – | ﹤0.01% | 730 |
|
|
2016
Q1 | $425 | Hold |
36
| – | – | ﹤0.01% | 743 |
|
|
2015
Q4 | $345 | Hold |
36
| – | – | ﹤0.01% | 787 |
|
|
2015
Q3 | $352 | Hold |
36
| – | – | ﹤0.01% | 779 |
|
|
2015
Q2 | $477 | Hold |
36
| – | – | ﹤0.01% | 741 |
|
|
2015
Q1 | $463 | Hold |
36
| – | – | ﹤0.01% | 745 |
|
|
2014
Q4 | $496 | Hold |
36
| – | – | ﹤0.01% | 688 |
|
|
2014
Q3 | $510 | Buy |
+36
| New | +$535 | ﹤0.01% | 622 |
|
|
2014
Q1 | – | Sell |
-36
| Closed | -$496 | – | 286 |
|
|
2013
Q4 | $496 | Buy |
+36
| New | +$512 | ﹤0.01% | 688 |
|
Other funds holding AES
Raffa Wealth Management's AES Position: Q2 2026 in Review
Raffa Wealth Management held its AES (AES) position steady in Q2 2026 at 34 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #1187.
Raffa Wealth Management first reported a position in AES in Q4 2013 and has held it in 33 quarters since. The position peaked at $1.3K in Q4 2024. 663 funds tracked by Wall St. Rank hold AES as of Q2 2026.
- Raffa Wealth Management held 34 shares of AES worth $498 as of Q2 2026.
- Raffa Wealth Management left its AES share count unchanged in Q2 2026.
- AES made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1187 holding.
- Raffa Wealth Management first reported a position in AES in Q4 2013 and has held it in 33 quarters since.
- Raffa Wealth Management's AES position peaked at $1.3K in Q4 2024.
- 663 funds tracked by Wall St. Rank held AES as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.