Venture Visionary Partners’s AES AES Stock Holding History

Venture Visionary Partners’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	$199K	Sell	13,387 -4,766	-26%	-$70.4K	0.01%	663
2026 Q2	$266K	Sell	18,153 -192,360	-91%	-$2.8M	0.01%	607
2026 Q1	$2.97M	Sell	210,513 -33,837	-14%	-$504K	0.1%	175
2025 Q4	$3.5M	Buy	244,350 +7,467	+3%	+$105K	0.11%	162
2025 Q3	$3.12M	Buy	236,883 +5,926	+3%	+$77K	0.11%	164
2025 Q2	$2.43M	Buy	230,957 +186	+0.1%	+$1.99K	0.09%	174
2025 Q1	$2.87M	Buy	230,771 +88,259	+62%	+$1.02M	0.12%	158
2024 Q4	$1.83M	Buy	+142,512	New	+$2.13M	0.08%	197

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

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Venture Visionary Partners's AES Position: Q3 2026 in Review

Venture Visionary Partners reduced its AES (AES) stake by 26% in Q3 2026, selling an estimated $70.4K and leaving 13,387 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #663.

Venture Visionary Partners first reported a position in AES in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.5M in Q4 2025. 24 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Venture Visionary Partners held 13,387 shares of AES worth $199K as of Q3 2026.
Venture Visionary Partners sold 4,766 AES shares in Q3 2026, an estimated $70.4K.
AES made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #663 holding.
Venture Visionary Partners first reported a position in AES in Q4 2024 and has held it in 8 quarters since.
Venture Visionary Partners's AES position peaked at $3.5M in Q4 2025.
24 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.