Y-Intercept (HK)’s AES AES Stock Holding History

Y-Intercept (HK)’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	$1.22M	Sell	81,924 -177,350	-68%	-$2.62M	0.03%	901
2026 Q2	$3.8M	Sell	259,274 -293,499	-53%	-$4.26M	0.08%	376
2026 Q1	$7.79M	Buy	552,773 +241,164	+77%	+$3.59M	0.15%	169
2025 Q4	$4.47M	Buy	311,609 +57,075	+22%	+$804K	0.1%	267
2025 Q3	$3.35M	Buy	+254,534	New	+$3.31M	0.08%	357
2025 Q2	–	Sell	-101,596	Closed	-$1.26M	–	1601
2025 Q1	$1.26M	Buy	+101,596	New	+$1.18M	0.09%	327
2024 Q4	–	Sell	-85,416	Closed	-$1.71M	–	1133
2024 Q3	$1.71M	Buy	85,416 +59,513	+230%	+$1.05M	0.1%	252
2024 Q2	$455K	Buy	+25,903	New	+$493K	0.02%	854
2023 Q4	–	Sell	-177,924	Closed	-$2.7M	–	1189
2023 Q3	$2.7M	Buy	+177,924	New	+$3.39M	0.26%	85
2022 Q4	–	Sell	-69,216	Closed	-$1.56M	–	958
2022 Q3	$1.56M	Buy	+69,216	New	+$1.64M	0.16%	198
2022 Q2	–	Sell	-15,771	Closed	-$406K	–	835
2022 Q1	$406K	Sell	15,771 -4,109	-21%	-$92.9K	0.09%	345
2021 Q4	$483K	Buy	+19,880	New	+$483K	0.11%	261
2021 Q2	–	Sell	-32,093	Closed	-$863K	–	601
2021 Q1	$863K	Buy	+32,093	New	+$854K	0.23%	126

Other funds holding AES

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Y-Intercept (HK)'s AES Position: Q3 2026 in Review

Y-Intercept (HK) reduced its AES (AES) stake by 68% in Q3 2026, selling an estimated $2.62M and leaving 81,924 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #901.

Y-Intercept (HK) first reported a position in AES in Q1 2021 and has held it in 13 quarters since. The position peaked at $7.79M in Q1 2026. 99 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Y-Intercept (HK) held 81,924 shares of AES worth $1.22M as of Q3 2026.
Y-Intercept (HK) sold 177,350 AES shares in Q3 2026, an estimated $2.62M.
AES made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #901 holding.
Y-Intercept (HK) first reported a position in AES in Q1 2021 and has held it in 13 quarters since.
Y-Intercept (HK)'s AES position peaked at $7.79M in Q1 2026.
99 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.