West Paces Advisors’s AES AES Stock Holding History

West Paces Advisors’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	$1.77K	Hold	119	–	–	﹤0.01%	589
2026 Q2	$1.74K	Buy	+119	New	+$1.73K	﹤0.01%	600
2024 Q1	–	Sell	-37	Closed	-$712	–	584
2023 Q4	$712	Buy	+37	New	+$602	﹤0.01%	531
2023 Q3	–	Sell	-469	Closed	-$9.7K	–	524
2023 Q2	$9.7K	Hold	469	–	–	﹤0.01%	369
2023 Q1	$11.3K	Hold	469	–	–	﹤0.01%	353
2022 Q4	$13.5K	Buy	+469	New	+$12.6K	﹤0.01%	327
2022 Q1	–	Sell	-237	Closed	-$5.76K	–	577
2021 Q4	$5.76K	Buy	237 +125	+112%	+$3.04K	﹤0.01%	417
2021 Q3	$2.56K	Hold	112	–	–	﹤0.01%	485
2021 Q2	$2.92K	Buy	+112	New	+$2.96K	﹤0.01%	483
2017 Q4	–	Sell	-99	Closed	-$1.09K	–	467
2017 Q3	$1.09K	Sell	99 -226	-70%	-$2.52K	﹤0.01%	460
2017 Q2	$3.61K	Hold	325	–	–	﹤0.01%	413
2017 Q1	$3.63K	Hold	325	–	–	﹤0.01%	414
2016 Q4	$3.78K	Buy	+325	New	+$3.82K	﹤0.01%	431

Other funds holding AES

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

West Paces Advisors's AES Position: Q3 2026 in Review

West Paces Advisors held its AES (AES) position steady in Q3 2026 at 119 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

West Paces Advisors first reported a position in AES in Q4 2016 and has held it in 13 quarters since. The position peaked at $13.5K in Q4 2022. 135 funds tracked by Wall St. Rank hold AES as of Q3 2026.

West Paces Advisors held 119 shares of AES worth $1.77K as of Q3 2026.
West Paces Advisors left its AES share count unchanged in Q3 2026.
AES made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #589 holding.
West Paces Advisors first reported a position in AES in Q4 2016 and has held it in 13 quarters since.
West Paces Advisors's AES position peaked at $13.5K in Q4 2022.
135 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.