SteelPeak Wealth’s AES AES Stock Holding History

SteelPeak Wealth’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	$262K	Buy	17,864 +948	+6%	+$13.8K	0.01%	558
2026 Q1	$238K	Sell	16,916 -474	-3%	-$7.06K	0.01%	501
2025 Q4	$249K	Sell	17,390 -2,679	-13%	-$37.8K	0.01%	464
2025 Q3	$264K	Sell	20,069 -1,855	-8%	-$24.1K	0.01%	493
2025 Q2	$231K	Buy	+21,924	New	+$235K	0.01%	466
2024 Q4	–	Sell	-123,238	Closed	-$2.47M	–	569
2024 Q3	$2.47M	Buy	+123,238	New	+$2.18M	0.11%	145
2023 Q1	–	Sell	-30,426	Closed	-$875K	–	387
2022 Q4	$875K	Sell	30,426 -881	-3%	-$23.7K	0.06%	183
2022 Q3	$708K	Buy	31,307 +18,256	+140%	+$433K	0.05%	196
2022 Q2	$274K	Buy	+13,051	New	+$285K	0.02%	329

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

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SteelPeak Wealth's AES Position: Q2 2026 in Review

SteelPeak Wealth increased its AES (AES) stake by 5.6% in Q2 2026, buying an estimated $13.8K and bringing the position to 17,864 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #558.

SteelPeak Wealth first reported a position in AES in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.47M in Q3 2024. 104 funds tracked by Wall St. Rank hold AES as of Q2 2026.

SteelPeak Wealth held 17,864 shares of AES worth $262K as of Q2 2026.
SteelPeak Wealth bought 948 AES shares in Q2 2026, an estimated $13.8K.
AES made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #558 holding.
SteelPeak Wealth first reported a position in AES in Q2 2022 and has held it in 9 quarters since.
SteelPeak Wealth's AES position peaked at $2.47M in Q3 2024.
104 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.