TWD
AES icon

True Wealth Design’s AES AES Stock Holding History

True Wealth Design’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 		$27.9K Buy
1,900
+1,725
+986% +$25.1K 0.01% 700
2026
Q1 		$2.47K Buy
175
+50
+40% +$744 ﹤0.01% 1458
2025
Q4 		$1.79K Sell
125
-313
-71% -$4.41K ﹤0.01% 1493
2025
Q3 		$5.76K Buy
438
+372
+564% +$4.83K ﹤0.01% 1025
2025
Q2 		$695 Sell
66
-15
-19% -$161 ﹤0.01% 1607
2025
Q1 		$1.01K Buy
81
+60
+286% +$694 ﹤0.01% 1262
2024
Q4 		$271 Sell
21
-9
-30% -$134 ﹤0.01% 1180
2024
Q3 		$602 Buy
30
+5
+20% +$88 ﹤0.01% 1069
2024
Q2 		$440 Buy
25
+8
+47% +$152 ﹤0.01% 676
2024
Q1 		$305 Buy
17
+3
+21% +$50 ﹤0.01% 710
2023
Q4 		$270 Sell
14
-5
-26% -$81 ﹤0.01% 631
2023
Q3 		$289 Buy
19
+5
+36% +$95 ﹤0.01% 568
2023
Q2 		$291 Sell
14
-4
-22% -$88 ﹤0.01% 589
2023
Q1 		$434 Buy
18
+5
+38% +$127 ﹤0.01% 560
2022
Q4 		$374 Buy
+13
New +$350 ﹤0.01% 532

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

True Wealth Design's AES Position: Q2 2026 in Review

True Wealth Design increased its AES (AES) stake by 986% in Q2 2026, buying an estimated $25.1K and bringing the position to 1,900 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #700.

True Wealth Design first reported a position in AES in Q4 2022 and has held it in 15 quarters since. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • True Wealth Design held 1,900 shares of AES worth $27.9K as of Q2 2026.
  • True Wealth Design bought 1,725 AES shares in Q2 2026, an estimated $25.1K.
  • AES made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #700 holding.
  • True Wealth Design first reported a position in AES in Q4 2022 and has held it in 15 quarters since.
  • 87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.