Wealth Enhancement Advisory Services
AES icon

Wealth Enhancement Advisory Services’s AES AES Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.59M Sell
240,772
-45,269
-16% -$669K 0.01% 1284
2026
Q2 		$3.99M Buy
286,041
+94,633
+49% +$1.38M 0.01% 1157
2026
Q1 		$2.74M Sell
191,408
-6,149
-3% -$91.5K 0.01% 1222
2025
Q4 		$2.94M Buy
197,557
+42,896
+28% +$605K ﹤0.01% 1308
2025
Q3 		$2.23M Sell
154,661
-9,479
-6% -$123K ﹤0.01% 1372
2025
Q2 		$1.89M Buy
164,140
+19,259
+13% +$206K ﹤0.01% 1383
2025
Q1 		$1.8M Buy
144,881
+19,866
+16% +$230K ﹤0.01% 1303
2024
Q4 		$1.61M Sell
125,015
-968
-0.8% -$14.5K ﹤0.01% 1290
2024
Q3 		$2.53M Sell
125,983
-1,886
-1% -$33.4K 0.01% 960
2024
Q2 		$2.25M Sell
127,869
-1,478
-1% -$28.1K 0.01% 941
2024
Q1 		$2.32M Sell
129,347
-358
-0.3% -$5.98K 0.01% 892
2023
Q4 		$2.5M Sell
129,705
-8,783
-6% -$143K 0.01% 832
2023
Q3 		$2.11M Buy
+138,488
New +$2.64M 0.01% 839
2019
Q3 		– Sell
-68,055
Closed -$1.16M – 198
2019
Q2 		$1.16M Buy
+68,055
New +$1.15M 0.05% 141

Other funds holding AES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services's AES Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its AES (AES) stake by 16% in Q3 2026, selling an estimated $669K and leaving 240,772 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #1284.

Wealth Enhancement Advisory Services first reported a position in AES in Q2 2019 and has held it in 14 quarters since. The position peaked at $3.99M in Q2 2026. 533 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Wealth Enhancement Advisory Services held 240,772 shares of AES worth $3.59M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 45,269 AES shares in Q3 2026, an estimated $669K.
  • AES made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1284 holding.
  • Wealth Enhancement Advisory Services first reported a position in AES in Q2 2019 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's AES position peaked at $3.99M in Q2 2026.
  • 533 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.