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Smallwood Wealth Investment Management’s AES AES Stock Holding History

Smallwood Wealth Investment 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 		$102 Hold
7
– – ﹤0.01% 495
2026
Q1 		$98 Hold
7
– – ﹤0.01% 490
2025
Q4 		$100 Hold
7
– – ﹤0.01% 478
2025
Q3 		$92 Hold
7
– – ﹤0.01% 494
2025
Q2 		$73 Hold
7
– – ﹤0.01% 541
2025
Q1 		$86 Buy
+7
New +$81 ﹤0.01% 477

Other funds holding AES

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

Smallwood Wealth Investment Management's AES Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its AES (AES) position steady in Q2 2026 at 7 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Smallwood Wealth Investment Management first reported a position in AES in Q1 2025 and has held it in 6 quarters since. 209 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Smallwood Wealth Investment Management held 7 shares of AES worth $102 as of Q2 2026.
  • Smallwood Wealth Investment Management left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #495 holding.
  • Smallwood Wealth Investment Management first reported a position in AES in Q1 2025 and has held it in 6 quarters since.
  • 209 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.