Sachetta’s AES AES Stock Holding History

Sachetta’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	$7.18K	Buy	490 +15	+3%	+$218	﹤0.01%	543
2026 Q1	$6.69K	Buy	475 +264	+125%	+$3.93K	﹤0.01%	568
2025 Q4	$3.03K	Hold	211	–	–	﹤0.01%	662
2025 Q3	$2.78K	Hold	211	–	–	﹤0.01%	743
2025 Q2	$2.22K	Sell	211 -73	-26%	-$781	﹤0.01%	783
2025 Q1	$3.53K	Buy	284 +119	+72%	+$1.38K	﹤0.01%	643
2024 Q4	$2.12K	Sell	165 -19	-10%	-$284	﹤0.01%	816
2024 Q3	$3.69K	Sell	184 -500	-73%	-$8.85K	﹤0.01%	716
2024 Q2	$12K	Sell	684 -67	-9%	-$1.27K	0.01%	408
2024 Q1	$14.5K	Hold	751	–	–	0.01%	350
2023 Q4	$14.5K	Buy	+751	New	+$12.2K	0.01%	350

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

Sachetta's AES Position: Q2 2026 in Review

Sachetta increased its AES (AES) stake by 3.2% in Q2 2026, buying an estimated $218 and bringing the position to 490 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Sachetta first reported a position in AES in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5K in Q1 2024. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Sachetta held 490 shares of AES worth $7.18K as of Q2 2026.
Sachetta bought 15 AES shares in Q2 2026, an estimated $218.
AES made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #543 holding.
Sachetta first reported a position in AES in Q4 2023 and has held it in 11 quarters since.
Sachetta's AES position peaked at $14.5K in Q1 2024.
87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.