Wedmont Private Capital’s AES AES Stock Holding History

Wedmont Private Capital’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	$255K	Buy	17,078 +1,001	+6%	+$14.8K	0.01%	852
2026 Q2	$238K	Buy	16,077 +4,332	+37%	+$62.9K	0.01%	849
2026 Q1	$169K	Buy	+11,745	New	+$175K	0.01%	820
2023 Q1	–	Sell	-10,464	Closed	-$277K	–	463
2022 Q4	$277K	Buy	10,464 +52	+0.5%	+$1.4K	0.04%	354
2022 Q3	$235K	Buy	+10,412	New	+$247K	0.05%	324

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BWM

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

Wedmont Private Capital's AES Position: Q3 2026 in Review

Wedmont Private Capital increased its AES (AES) stake by 6.2% in Q3 2026, buying an estimated $14.8K and bringing the position to 17,078 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #852.

Wedmont Private Capital first reported a position in AES in Q3 2022 and has held it in 5 quarters since. The position peaked at $277K in Q4 2022. 24 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Wedmont Private Capital held 17,078 shares of AES worth $255K as of Q3 2026.
Wedmont Private Capital bought 1,001 AES shares in Q3 2026, an estimated $14.8K.
AES made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #852 holding.
Wedmont Private Capital first reported a position in AES in Q3 2022 and has held it in 5 quarters since.
Wedmont Private Capital's AES position peaked at $277K in Q4 2022.
24 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.