James T. Borello RIA
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James T. Borello RIA’s AES AES Stock Holding History

James T. Borello RIA’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 		$6.06K Buy
407
+284
+231% +$4.19K ﹤0.01% 731
2026
Q2 		$1.8K Hold
123
– – ﹤0.01% 960
2026
Q1 		$1.73K Sell
123
-36
-23% -$536 ﹤0.01% 939
2025
Q4 		$2.28K Buy
159
+120
+308% +$1.69K ﹤0.01% 753
2025
Q3 		$513 Buy
+39
New +$507 ﹤0.01% 875

Other funds holding AES

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

James T. Borello RIA's AES Position: Q3 2026 in Review

James T. Borello RIA increased its AES (AES) stake by 231% in Q3 2026, buying an estimated $4.19K and bringing the position to 407 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

James T. Borello RIA first reported a position in AES in Q3 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • James T. Borello RIA held 407 shares of AES worth $6.06K as of Q3 2026.
  • James T. Borello RIA bought 284 AES shares in Q3 2026, an estimated $4.19K.
  • AES made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #731 holding.
  • James T. Borello RIA first reported a position in AES in Q3 2025 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.