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Spire Wealth Management’s AES AES Stock Holding History

Spire 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 		$24.3K Buy
1,660
+1,213
+271% +$17.6K ﹤0.01% 1387
2026
Q1 		$6.3K Buy
447
+7
+2% +$104 ﹤0.01% 1772
2025
Q4 		$6.31K Buy
440
+17
+4% +$240 ﹤0.01% 1859
2025
Q3 		$5.57K Buy
423
+19
+5% +$247 ﹤0.01% 1933
2025
Q2 		$4.25K Sell
404
-83
-17% -$888 ﹤0.01% 1996
2025
Q1 		$6.05K Sell
487
-66
-12% -$764 ﹤0.01% 2004
2024
Q4 		$7.12K Buy
553
+45
+9% +$672 ﹤0.01% 1945
2024
Q3 		$10.2K Buy
508
+20
+4% +$354 ﹤0.01% 1624
2024
Q2 		$8.57K Sell
488
-54
-10% -$1.03K ﹤0.01% 1675
2024
Q1 		$9.72K Buy
542
+109
+25% +$1.82K ﹤0.01% 1719
2023
Q4 		$7.31K Buy
433
+62
+17% +$1.01K ﹤0.01% 1841
2023
Q3 		$5.64K Sell
371
-1,511
-80% -$28.8K ﹤0.01% 1913
2023
Q2 		$39K Buy
1,882
+11
+0.6% +$242 ﹤0.01% 1304
2023
Q1 		$45.1K Buy
1,871
+1,496
+399% +$38K ﹤0.01% 1239
2022
Q4 		$11K Buy
375
+120
+47% +$3.23K ﹤0.01% 1561
2022
Q3 		$6K Buy
255
+30
+13% +$711 ﹤0.01% 1681
2022
Q2 		$5K Sell
225
-1,500
-87% -$32.7K ﹤0.01% 2108
2022
Q1 		$44K Sell
1,725
-240
-12% -$5.42K ﹤0.01% 1492
2021
Q4 		$48K Buy
1,965
+465
+31% +$11.3K ﹤0.01% 1749
2021
Q3 		$34K Buy
1,500
+400
+36% +$9.72K ﹤0.01% 1631
2021
Q2 		$29K Sell
1,100
-4,346
-80% -$115K ﹤0.01% 1712
2021
Q1 		$146K Buy
+5,446
New +$145K ﹤0.01% 1206

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

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

Spire Wealth Management increased its AES (AES) stake by 271% in Q2 2026, buying an estimated $17.6K and bringing the position to 1,660 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Spire Wealth Management first reported a position in AES in Q1 2021 and has held it in 22 quarters since. The position peaked at $146K in Q1 2021. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Spire Wealth Management held 1,660 shares of AES worth $24.3K as of Q2 2026.
  • Spire Wealth Management bought 1,213 AES shares in Q2 2026, an estimated $17.6K.
  • AES made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1387 holding.
  • Spire Wealth Management first reported a position in AES in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's AES position peaked at $146K in Q1 2021.
  • 87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.