AIFS
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A&I Financial Services’s AES AES Stock Holding History

A&I Financial Services’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
Q2 		$813K Buy
55,443
+4,524
+9% +$65.7K 0.35% 41
2026
Q1 		$717K Sell
50,919
-1,596
-3% -$23.8K 0.34% 36
2025
Q4 		$753K Buy
52,515
+3,117
+6% +$43.9K 0.36% 35
2025
Q3 		$759K Sell
49,398
-1,234
-2% -$16K 0.37% 32
2025
Q2 		$533K Buy
50,632
+3,888
+8% +$41.6K 0.3% 46
2025
Q1 		$581K Buy
46,744
+18,305
+64% +$212K 0.39% 36
2024
Q4 		$366K Buy
+28,439
New +$425K 0.36% 51
2019
Q3 		$3M Buy
183,582
+2,634
+1% +$42.4K 4.49% 5
2019
Q2 		$3.03M Buy
180,948
+6,465
+4% +$110K 4.97% 4
2019
Q1 		$3.15M Buy
174,483
+8,368
+5% +$141K 5.82% 3
2018
Q4 		$2.4M Buy
166,115
+1,185
+0.7% +$17.8K 4.06% 5
2018
Q3 		$2.31M Sell
164,930
-80,713
-33% -$1.09M 5.79% 7
2018
Q2 		$3.29M Sell
245,643
-51,049
-17% -$628K 6.61% 5
2018
Q1 		$5.87M Buy
296,692
+106,497
+56% +$1.16M 14.46% 2
2017
Q4 		$2.06M Buy
+190,195
New +$2.06M 4.07% 12

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

A&I Financial Services's AES Position: Q2 2026 in Review

A&I Financial Services increased its AES (AES) stake by 8.9% in Q2 2026, buying an estimated $65.7K and bringing the position to 55,443 shares worth $813K. The position accounts for 0.35% of the portfolio, ranked #41.

A&I Financial Services first reported a position in AES in Q4 2017 and has held it in 15 quarters since. The position peaked at $5.87M in Q1 2018. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • A&I Financial Services held 55,443 shares of AES worth $813K as of Q2 2026.
  • A&I Financial Services bought 4,524 AES shares in Q2 2026, an estimated $65.7K.
  • AES made up 0.35% of A&I Financial Services's portfolio in Q2 2026, its #41 holding.
  • A&I Financial Services first reported a position in AES in Q4 2017 and has held it in 15 quarters since.
  • A&I Financial Services's AES position peaked at $5.87M in Q1 2018.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.