SWM
AES icon

SeaCrest Wealth Management’s AES AES Stock Holding History

SeaCrest 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
Q2 		$291K Sell
19,854
-1,413
-7% -$20.5K 0.03% 423
2026
Q1 		$300K Buy
21,267
+1,091
+5% +$16.2K 0.03% 473
2025
Q4 		$292K Sell
20,176
-2,471
-11% -$34.8K 0.03% 470
2025
Q3 		$334K Sell
22,647
-1,611
-7% -$20.9K 0.04% 433
2025
Q2 		$255K Buy
24,258
+3,016
+14% +$32.3K 0.03% 501
2025
Q1 		$264K Buy
21,242
+1,818
+9% +$21K 0.03% 532
2024
Q4 		$250K Sell
19,424
-6,877
-26% -$103K 0.03% 548
2024
Q3 		$528K Buy
26,301
+826
+3% +$14.6K 0.06% 325
2024
Q2 		$448K Buy
25,475
+548
+2% +$10.4K 0.05% 345
2024
Q1 		$447K Buy
24,927
+2,777
+13% +$46.4K 0.05% 343
2023
Q4 		$416K Sell
22,150
-1,397
-6% -$22.7K 0.05% 357
2023
Q3 		$358K Buy
23,547
+1,490
+7% +$28.4K 0.05% 404
2023
Q2 		$457K Sell
22,057
-511
-2% -$11.3K 0.06% 343
2023
Q1 		$543K Buy
22,568
+13
+0.1% +$330 0.07% 295
2022
Q4 		$649K Buy
22,555
+11
+0% +$296 0.09% 254
2022
Q3 		$509K Sell
22,544
-957
-4% -$22.7K 0.08% 295
2022
Q2 		$494K Sell
23,501
-1,435
-6% -$31.3K 0.06% 320
2022
Q1 		$642K Buy
24,936
+2,703
+12% +$61.1K 0.07% 287
2021
Q4 		$540K Sell
22,233
-780
-3% -$19K 0.06% 334
2021
Q3 		$525K Buy
23,013
+3,061
+15% +$74.4K 0.06% 325
2021
Q2 		$520K Sell
19,952
-1,230
-6% -$32.5K 0.06% 328
2021
Q1 		$568K Buy
21,182
+447
+2% +$11.9K 0.08% 286
2020
Q4 		$487K Sell
20,735
-1,399
-6% -$29.1K 0.07% 295
2020
Q3 		$401K Buy
22,134
+1,911
+9% +$31.9K 0.06% 304
2020
Q2 		$293K Buy
20,223
+1,915
+10% +$25.2K 0.05% 391
2020
Q1 		$249K Buy
18,308
+1,269
+7% +$22.7K 0.05% 378
2019
Q4 		$339K Buy
+17,039
New +$305K 0.06% 366
2019
Q2 		– Sell
-2,674
Closed -$48K – 540
2019
Q1 		$48K Sell
2,674
-935
-26% -$15.7K 0.01% 954
2018
Q4 		$52K Sell
3,609
-321
-8% -$4.82K 0.01% 878
2018
Q3 		$55K Buy
3,930
+142
+4% +$1.91K 0.01% 954
2018
Q2 		$51K Buy
3,788
+861
+29% +$10.6K 0.01% 975
2018
Q1 		$33K Buy
2,927
+1,635
+127% +$17.8K 0.01% 1124
2017
Q4 		$14K Buy
+1,292
New +$14K ﹤0.01% 1466

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
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 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

SeaCrest Wealth Management's AES Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its AES (AES) stake by 6.6% in Q2 2026, selling an estimated $20.5K and leaving 19,854 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #423.

SeaCrest Wealth Management first reported a position in AES in Q4 2017 and has held it in 33 quarters since. The position peaked at $649K in Q4 2022. 95 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • SeaCrest Wealth Management held 19,854 shares of AES worth $291K as of Q2 2026.
  • SeaCrest Wealth Management sold 1,413 AES shares in Q2 2026, an estimated $20.5K.
  • AES made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #423 holding.
  • SeaCrest Wealth Management first reported a position in AES in Q4 2017 and has held it in 33 quarters since.
  • SeaCrest Wealth Management's AES position peaked at $649K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.