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
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

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services's AES Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its AES (AES) stake by 49% in Q2 2026, buying an estimated $1.38M and bringing the position to 286,041 shares worth $3.99M. The position accounts for 0.01% of the portfolio, ranked #1157.

Wealth Enhancement Advisory Services first reported a position in AES in Q2 2019 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Wealth Enhancement Advisory Services held 286,041 shares of AES worth $3.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 94,633 AES shares in Q2 2026, an estimated $1.38M.
  • AES made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1157 holding.
  • Wealth Enhancement Advisory Services first reported a position in AES in Q2 2019 and has held it in 13 quarters since.
  • 87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.