Valued Wealth Advisors’s AES AES Stock Holding History

Valued Wealth 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	$175	Sell	12 -2	-14%	-$29	﹤0.01%	889
2026 Q1	$195	Hold	14	–	–	﹤0.01%	705
2025 Q4	$197	Hold	14	–	–	﹤0.01%	593
2025 Q3	$179	Buy	14 +4	+40%	+$52	﹤0.01%	580
2025 Q2	$111	Sell	10 -14	-58%	-$150	﹤0.01%	603
2025 Q1	$293	Sell	24 -43	-64%	-$497	﹤0.01%	587
2024 Q4	$865	Buy	67 +13	+24%	+$194	﹤0.01%	494
2024 Q3	$1.08K	Buy	54 +23	+74%	+$407	﹤0.01%	439
2024 Q2	$547	Buy	31 +13	+72%	+$247	﹤0.01%	493
2024 Q1	$325	Sell	18 -103	-85%	-$1.72K	﹤0.01%	521
2023 Q4	$1.84K	Buy	+121	New	+$1.97K	﹤0.01%	312

Other funds holding AES

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CCM

Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

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

Valued Wealth Advisors's AES Position: Q2 2026 in Review

Valued Wealth Advisors reduced its AES (AES) stake by 14% in Q2 2026, selling an estimated $29 and leaving 12 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Valued Wealth Advisors first reported a position in AES in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84K in Q4 2023. 154 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Valued Wealth Advisors held 12 shares of AES worth $175 as of Q2 2026.
Valued Wealth Advisors sold 2 AES shares in Q2 2026, an estimated $29.
AES made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #889 holding.
Valued Wealth Advisors first reported a position in AES in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's AES position peaked at $1.84K in Q4 2023.
154 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.