AWM
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Abound Wealth Management’s AES AES Stock Holding History

Abound Wealth Management’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 		$704 Sell
48
-176
-79% -$2.56K ﹤0.01% 887
2026
Q1 		$3.16K Hold
224
– – ﹤0.01% 821
2025
Q4 		$3.21K Sell
224
-1,519
-87% -$21.4K ﹤0.01% 770
2025
Q3 		$22.9K Buy
1,743
+1,519
+678% +$19.7K 0.01% 327
2025
Q2 		$2.36K Buy
224
+48
+27% +$514 ﹤0.01% 722
2025
Q1 		$2.19K Buy
+176
New +$2.04K ﹤0.01% 685
2024
Q1 		– Sell
-1
Closed -$16 – 1293
2023
Q4 		$16 Sell
1
-88
-99% -$1.43K ﹤0.01% 1321
2023
Q3 		$1.35K Sell
89
-25
-22% -$476 ﹤0.01% 672
2023
Q2 		$2.37K Buy
114
+25
+28% +$550 ﹤0.01% 618
2023
Q1 		$2.14K Hold
89
– – ﹤0.01% 583
2022
Q4 		$2.56K Buy
89
+18
+25% +$485 ﹤0.01% 498
2022
Q3 		$1.6K Buy
+71
New +$1.68K ﹤0.01% 525

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

Abound Wealth Management's AES Position: Q2 2026 in Review

Abound Wealth Management reduced its AES (AES) stake by 79% in Q2 2026, selling an estimated $2.56K and leaving 48 shares worth $704. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Abound Wealth Management first reported a position in AES in Q3 2022 and has held it in 12 quarters since. The position peaked at $22.9K in Q3 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Abound Wealth Management held 48 shares of AES worth $704 as of Q2 2026.
  • Abound Wealth Management sold 176 AES shares in Q2 2026, an estimated $2.56K.
  • AES made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #887 holding.
  • Abound Wealth Management first reported a position in AES in Q3 2022 and has held it in 12 quarters since.
  • Abound Wealth Management's AES position peaked at $22.9K in Q3 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.