Smallwood Wealth Investment 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
$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

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.