RAFFA WEALTH MANAGEMENT, LLC’s AES AES Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$498	Hold	34	–	–	﹤0.01%	1187
2026 Q1	$479	Buy	34 +8	+31%	+$119	﹤0.01%	1071
2025 Q4	$373	Hold	26	–	–	﹤0.01%	1096
2025 Q3	$342	Hold	26	–	–	﹤0.01%	1114
2025 Q2	$274	Sell	26 -75	-74%	-$803	﹤0.01%	1056
2025 Q1	$1.25K	Hold	101	–	–	﹤0.01%	762
2024 Q4	$1.3K	Buy	101 +75	+288%	+$1.12K	﹤0.01%	787
2024 Q3	$522	Hold	26	–	–	﹤0.01%	981
2024 Q2	$457	Hold	26	–	–	﹤0.01%	1064
2024 Q1	$466	Hold	26	–	–	﹤0.01%	1046
2023 Q4	$501	Hold	26	–	–	﹤0.01%	972
2023 Q3	$395	Hold	26	–	–	﹤0.01%	979
2023 Q2	$539	Hold	26	–	–	﹤0.01%	955
2023 Q1	$626	Hold	26	–	–	﹤0.01%	915
2022 Q4	$748	Hold	26	–	–	﹤0.01%	855
2022 Q3	$588	Hold	26	–	–	﹤0.01%	984
2022 Q2	$546	Hold	26	–	–	﹤0.01%	1001
2022 Q1	$669	Hold	26	–	–	﹤0.01%	988
2021 Q4	$632	Hold	26	–	–	﹤0.01%	1011
2021 Q3	$594	Hold	26	–	–	﹤0.01%	1001
2021 Q2	$678	Hold	26	–	–	﹤0.01%	979
2021 Q1	$697	Buy	+26	New	+$692	﹤0.01%	967
2017 Q1	–	Sell	-36	Closed	-$418	–	386
2016 Q4	$418	Hold	36	–	–	﹤0.01%	811
2016 Q3	$463	Hold	36	–	–	﹤0.01%	756
2016 Q2	$449	Hold	36	–	–	﹤0.01%	730
2016 Q1	$425	Hold	36	–	–	﹤0.01%	743
2015 Q4	$345	Hold	36	–	–	﹤0.01%	787
2015 Q3	$352	Hold	36	–	–	﹤0.01%	779
2015 Q2	$477	Hold	36	–	–	﹤0.01%	741
2015 Q1	$463	Hold	36	–	–	﹤0.01%	745
2014 Q4	$496	Hold	36	–	–	﹤0.01%	688
2014 Q3	$510	Buy	+36	New	+$535	﹤0.01%	622
2014 Q1	–	Sell	-36	Closed	-$496	–	286
2013 Q4	$496	Buy	+36	New	+$512	﹤0.01%	688

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

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

COPPSERS

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

RAFFA WEALTH MANAGEMENT, LLC's AES Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its AES (AES) position steady in Q2 2026 at 34 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AES in Q4 2013 and has held it in 33 quarters since. The position peaked at $1.3K in Q4 2024. 197 funds tracked by Wall St. Rank hold AES as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 34 shares of AES worth $498 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its AES share count unchanged in Q2 2026.
AES made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1187 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in AES in Q4 2013 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's AES position peaked at $1.3K in Q4 2024.
197 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.