Toth Financial Advisory’s AES AES Stock Holding History

Toth Financial Advisory’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 Q3	$1.49K	Sell	100 -6,600	-99%	-$97.5K	﹤0.01%	847
2026 Q2	$98.2K	Sell	6,700 -900	-12%	-$13.1K	0.01%	299
2026 Q1	$107K	Hold	7,600	–	–	0.01%	271
2025 Q4	$109K	Buy	7,600 +100	+1%	+$1.41K	0.01%	257
2025 Q3	$98.7K	Hold	7,500	–	–	0.01%	266
2025 Q2	$78.9K	Hold	7,500	–	–	0.01%	267
2025 Q1	$93.2K	Buy	7,500 +100	+1%	+$1.16K	0.01%	246
2024 Q4	$95.2K	Buy	+7,400	New	+$111K	0.01%	241
2022 Q3	–	Sell	-70	Closed	-$1K	–	738
2022 Q2	$1K	Hold	70	–	–	﹤0.01%	627
2022 Q1	$2K	Buy	+70	New	+$1.58K	﹤0.01%	610

Other funds holding AES

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Toth Financial Advisory's AES Position: Q3 2026 in Review

Toth Financial Advisory reduced its AES (AES) stake by 99% in Q3 2026, selling an estimated $97.5K and leaving 100 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Toth Financial Advisory first reported a position in AES in Q1 2022 and has held it in 10 quarters since. The position peaked at $109K in Q4 2025. 24 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Toth Financial Advisory held 100 shares of AES worth $1.49K as of Q3 2026.
Toth Financial Advisory sold 6,600 AES shares in Q3 2026, an estimated $97.5K.
AES made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #847 holding.
Toth Financial Advisory first reported a position in AES in Q1 2022 and has held it in 10 quarters since.
Toth Financial Advisory's AES position peaked at $109K in Q4 2025.
24 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.