True Wealth Design
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
Q3 		$10K Sell
674
-1,226
-65% -$18.1K ﹤0.01% 1067
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

True Wealth Design's AES Position: Q3 2026 in Review

True Wealth Design reduced its AES (AES) stake by 65% in Q3 2026, selling an estimated $18.1K and leaving 674 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

True Wealth Design first reported a position in AES in Q4 2022 and has held it in 16 quarters since. The position peaked at $27.9K in Q2 2026. 114 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • True Wealth Design held 674 shares of AES worth $10K as of Q3 2026.
  • True Wealth Design sold 1,226 AES shares in Q3 2026, an estimated $18.1K.
  • AES made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1067 holding.
  • True Wealth Design first reported a position in AES in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's AES position peaked at $27.9K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.