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Retirement Wealth Solutions’s AES AES Stock Holding History

Retirement Wealth Solutions’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 		$147 Hold
10
– – ﹤0.01% 782
2026
Q1 		$141 Sell
10
-115
-92% -$1.71K ﹤0.01% 792
2025
Q4 		$1.79K Buy
125
+10
+9% +$141 ﹤0.01% 475
2025
Q3 		$1.51K Buy
+115
New +$1.49K ﹤0.01% 481

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

Retirement Wealth Solutions's AES Position: Q2 2026 in Review

Retirement Wealth Solutions held its AES (AES) position steady in Q2 2026 at 10 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Retirement Wealth Solutions first reported a position in AES in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.79K in Q4 2025. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Retirement Wealth Solutions held 10 shares of AES worth $147 as of Q2 2026.
  • Retirement Wealth Solutions left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #782 holding.
  • Retirement Wealth Solutions first reported a position in AES in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's AES position peaked at $1.79K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.