Wedmont Private Capital AES — AES CORP

Ownership history in Wedmont Private Capital  ·  5 quarters on record

AI Ownership Summary

Wedmont Private Capital reported AES CORP (AES) in 5 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows AES at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wedmont Private Capital's position in AES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AES was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wedmont Private Capital held AES — position size vs. price
% of Fund (quarterly)    AES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 17,078 +1,001 +6.2% 0.01% $255K 2026-10-09 $14.94
2026 Q2 ADDED — — — 16,077 +4,332 +36.9% 0.01% $238K 2026-07-13 $14.59
2026 Q1 ADDED — — — 11,745 +1,281 +12.2% 0.01% $169K 2026-04-09 $14.07
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wedmont Private Capital and AES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wedmont Private Capital reported owning AES?

Wedmont Private Capital reported AES across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported AES position in Wedmont Private Capital's portfolio?

The largest reported portfolio weight for AES was 0.01% in 2026 Q2.

What is the latest reported AES position on this page?

The most recent filing on this page is 2026 Q3, when Wedmont Private Capital reported 17,078 shares, equal to 0.01% of portfolio, with an estimated market value of $255K.

What does the chart on this AES ownership page compare?

The chart compares Wedmont Private Capital's quarterly AES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wedmont Private Capital time their AES position?

Based on 13F filing dates vs. subsequent AES price moves, Wedmont Private Capital correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on AES relative to SPY over the holding period was +1.3%.

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