Strategic Investment Solutions’s AES AES Stock Holding History

Strategic Investment Solutions’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	$2.54K	Buy	173 +2	+1%	+$29	﹤0.01%	574
2026 Q1	$2.41K	Buy	171 +1	+0.6%	+$15	﹤0.01%	549
2025 Q4	$2.43K	Sell	170 -397	-70%	-$5.6K	﹤0.01%	526
2025 Q3	$7.47K	Buy	567 +4	+0.7%	+$52	﹤0.01%	404
2025 Q2	$5.92K	Buy	563 +106	+23%	+$1.14K	﹤0.01%	416
2025 Q1	$5.68K	Buy	457 +4	+0.9%	+$46	﹤0.01%	433
2024 Q4	$5.83K	Buy	453 +203	+81%	+$3.03K	﹤0.01%	445
2024 Q3	$5.01K	Buy	+250	New	+$4.42K	﹤0.01%	430
2023 Q4	$3.79K	Buy	+197	New	+$3.2K	﹤0.01%	895

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

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

Strategic Investment Solutions's AES Position: Q2 2026 in Review

Strategic Investment Solutions increased its AES (AES) stake by 1.2% in Q2 2026, buying an estimated $29 and bringing the position to 173 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Strategic Investment Solutions first reported a position in AES in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.47K in Q3 2025. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Strategic Investment Solutions held 173 shares of AES worth $2.54K as of Q2 2026.
Strategic Investment Solutions bought 2 AES shares in Q2 2026, an estimated $29.
AES made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #574 holding.
Strategic Investment Solutions first reported a position in AES in Q4 2023 and has held it in 9 quarters since.
Strategic Investment Solutions's AES position peaked at $7.47K in Q3 2025.
87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.