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Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

AES holding history

AES Corp in every 13F filed by Wallace Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AES overviewAll 13F holders of AESFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2022
Holdings of AES by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−20,625−100.0%Sold outHolders
Q1 202620,625$290.6K0.3%−488−2.3%ReducedHolders
Q4 202521,113$302.8K0.3%−10,863−34.0%ReducedHolders
Q3 202531,976$336.4K0.3%−4,180−11.6%ReducedHolders
Q2 202536,156$449.1K0.3%+748+2.1%AddedHolders
Q1 202535,408$455.7K0.3%+11,218+46.4%AddedHolders
Q4 202424,190$485.3K0.3%+1,943+8.7%AddedHolders
Q3 202422,247$390.9K0.3%−754−3.3%ReducedHolders
Q2 202423,001$404.1K0.3%+2,904+14.4%AddedHolders
Q1 202420,097$386.9K0.3%+2,915+17.0%AddedHolders
Q4 202317,182$261.2K0.2%+4,080+31.1%AddedHolders
Q3 202313,102$271.6K0.2%+1,125+9.4%AddedHolders
Q2 202311,977$288.4K0.2%00.0%UnchangedHolders
Q1 202311,977$288.4K0.2%−1,360−10.2%ReducedHolders
Q4 202213,337$383.6K0.3%–No prior filingHolders