Steward Partners Investment Advisory’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 | $695K | Buy |
47,424
+23,052
| +95% | +$335K | ﹤0.01% | 1519 |
|
|
2026
Q1 | $343K | Sell |
24,372
-3,963
| -14% | -$59K | ﹤0.01% | 1729 |
|
|
2025
Q4 | $406K | Sell |
28,335
-360
| -1% | -$5.07K | ﹤0.01% | 1539 |
|
|
2025
Q3 | $378K | Sell |
28,695
-348
| -1% | -$4.52K | ﹤0.01% | 1529 |
|
|
2025
Q2 | $306K | Sell |
29,043
-18,000
| -38% | -$193K | ﹤0.01% | 1547 |
|
|
2025
Q1 | $584K | Buy |
47,043
+14,445
| +44% | +$167K | 0.01% | 1154 |
|
|
2024
Q4 | $420K | Sell |
32,598
-178,499
| -85% | -$2.67M | ﹤0.01% | 1244 |
|
|
2024
Q3 | $4.23M | Buy |
211,097
+162,484
| +334% | +$2.87M | 0.04% | 407 |
|
|
2024
Q2 | $854K | Sell |
48,613
-383
| -0.8% | -$7.28K | 0.01% | 864 |
|
|
2024
Q1 | $878K | Sell |
48,996
-379
| -0.8% | -$6.33K | 0.01% | 843 |
|
|
2023
Q4 | $950K | Sell |
49,375
-2,560
| -5% | -$41.6K | 0.01% | 751 |
|
|
2023
Q3 | $789K | Sell |
51,935
-1,502
| -3% | -$28.6K | 0.01% | 762 |
|
|
2023
Q2 | $1.11M | Sell |
53,437
-390
| -0.7% | -$8.59K | 0.02% | 659 |
|
|
2023
Q1 | $1.3M | Buy |
53,827
+866
| +2% | +$22K | 0.02% | 604 |
|
|
2022
Q4 | $1.52M | Sell |
52,961
-1,158
| -2% | -$31.2K | 0.03% | 533 |
|
|
2022
Q3 | $1.22M | Sell |
54,119
-523
| -1% | -$12.4K | 0.02% | 563 |
|
|
2022
Q2 | $1.15M | Sell |
54,642
-380
| -0.7% | -$8.29K | 0.02% | 593 |
|
|
2022
Q1 | $1.42M | Buy |
55,022
+1,158
| +2% | +$26.2K | 0.02% | 586 |
|
|
2021
Q4 | $1.31M | Buy |
53,864
+2,356
| +5% | +$57.3K | 0.02% | 611 |
|
|
2021
Q3 | $1.18M | Buy |
51,508
+636
| +1% | +$15.5K | 0.02% | 610 |
|
|
2021
Q2 | $1.33M | Buy |
50,872
+414
| +0.8% | +$10.9K | 0.02% | 575 |
|
|
2021
Q1 | $1.35M | Buy |
50,458
+1,090
| +2% | +$29K | 0.02% | 543 |
|
|
2020
Q4 | $1.16M | Buy |
49,368
+3,541
| +8% | +$73.6K | 0.03% | 518 |
|
|
2020
Q3 | $830K | Buy |
45,827
+723
| +2% | +$12.1K | 0.02% | 535 |
|
|
2020
Q2 | $654K | Buy |
45,104
+2,498
| +6% | +$32.8K | 0.02% | 557 |
|
|
2020
Q1 | $579K | Sell |
42,606
-12,348
| -22% | -$221K | 0.02% | 531 |
|
|
2019
Q4 | $1.09M | Buy |
54,954
+19,334
| +54% | +$346K | 0.03% | 436 |
|
|
2019
Q3 | $582K | Sell |
35,620
-653
| -2% | -$10.5K | 0.02% | 544 |
|
|
2019
Q2 | $607K | Sell |
36,273
-467
| -1% | -$7.91K | 0.02% | 510 |
|
|
2019
Q1 | $664K | Sell |
36,740
-265
| -0.7% | -$4.46K | 0.03% | 443 |
|
|
2018
Q4 | $535K | Sell |
37,005
-202
| -0.5% | -$3.03K | 0.03% | 469 |
|
|
2018
Q3 | $521K | Buy |
37,207
+13,683
| +58% | +$184K | 0.02% | 491 |
|
|
2018
Q2 | $315K | Buy |
23,524
+5,332
| +29% | +$65.6K | 0.02% | 554 |
|
|
2018
Q1 | $206K | Buy |
18,192
+14,522
| +396% | +$158K | 0.01% | 613 |
|
|
2017
Q4 | $39K | Sell |
3,670
-415
| -10% | -$4.49K | ﹤0.01% | 906 |
|
|
2017
Q3 | $45K | Sell |
4,085
-1,552
| -28% | -$17.3K | ﹤0.01% | 716 |
|
|
2017
Q2 | $62K | Sell |
5,637
-37,677
| -87% | -$433K | 0.01% | 576 |
|
|
2017
Q1 | $484K | Buy |
43,314
+17,369
| +67% | +$198K | 0.07% | 200 |
|
|
2016
Q4 | $301K | Buy |
+25,945
| New | +$305K | 0.14% | 139 |
|
Other funds holding AES
Steward Partners Investment Advisory's AES Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its AES (AES) stake by 95% in Q2 2026, buying an estimated $335K and bringing the position to 47,424 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.
Steward Partners Investment Advisory first reported a position in AES in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.23M in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.
- Steward Partners Investment Advisory held 47,424 shares of AES worth $695K as of Q2 2026.
- Steward Partners Investment Advisory bought 23,052 AES shares in Q2 2026, an estimated $335K.
- AES made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1519 holding.
- Steward Partners Investment Advisory first reported a position in AES in Q4 2016 and has held it in 39 quarters since.
- Steward Partners Investment Advisory's AES position peaked at $4.23M in Q3 2024.
- 702 funds tracked by Wall St. Rank held AES as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.