VFA
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Valeo Financial Advisors’s AES AES Stock Holding History

Valeo Financial Advisors’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 		$229K Sell
15,620
-903
-5% -$13.1K ﹤0.01% 720
2026
Q1 		$233K Sell
16,523
-9,861
-37% -$147K 0.01% 641
2025
Q4 		$378K Sell
26,384
-8,805
-25% -$124K 0.01% 546
2025
Q3 		$463K Sell
35,189
-412
-1% -$5.35K 0.01% 479
2025
Q2 		$375K Buy
35,601
+6,130
+21% +$65.6K 0.01% 514
2025
Q1 		$366K Sell
29,471
-12,319
-29% -$143K 0.01% 485
2024
Q4 		$538K Buy
+41,790
New +$624K 0.02% 397
2022
Q2 		– Sell
-32,665
Closed -$211K – 518
2022
Q1 		$211K Buy
+32,665
New +$738K 0.01% 535
2021
Q2 		– Sell
-296
Closed -$8K – 544
2021
Q1 		$8K Buy
+296
New +$7.87K ﹤0.01% 1405
2020
Q4 		– Sell
-3,909
Closed -$71K – 1660
2020
Q3 		$71K Sell
3,909
-334
-8% -$5.58K 0.01% 551
2020
Q2 		$61K Buy
4,243
+3,263
+333% +$42.9K 0.01% 649
2020
Q1 		$14K Buy
980
+880
+880% +$15.8K ﹤0.01% 973
2019
Q4 		$2K Hold
100
– – ﹤0.01% 1435
2019
Q3 		$2K Sell
100
-200
-67% -$3.22K ﹤0.01% 1359
2019
Q2 		$5K Sell
300
-30
-9% -$508 ﹤0.01% 1185
2019
Q1 		$6K Hold
330
– – ﹤0.01% 1078
2018
Q4 		$5K Hold
330
– – ﹤0.01% 1050
2018
Q3 		$5K Sell
330
-70
-18% -$943 ﹤0.01% 1167
2018
Q2 		$5K Buy
400
+300
+300% +$3.69K ﹤0.01% 1113
2018
Q1 		$1K Buy
+100
New +$1.09K ﹤0.01% 1395

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
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Valeo Financial Advisors's AES Position: Q2 2026 in Review

Valeo Financial Advisors reduced its AES (AES) stake by 5.5% in Q2 2026, selling an estimated $13.1K and leaving 15,620 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Valeo Financial Advisors first reported a position in AES in Q1 2018 and has held it in 20 quarters since. The position peaked at $538K in Q4 2024. 99 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Valeo Financial Advisors held 15,620 shares of AES worth $229K as of Q2 2026.
  • Valeo Financial Advisors sold 903 AES shares in Q2 2026, an estimated $13.1K.
  • AES made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #720 holding.
  • Valeo Financial Advisors first reported a position in AES in Q1 2018 and has held it in 20 quarters since.
  • Valeo Financial Advisors's AES position peaked at $538K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.