AWM
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Activest Wealth Management’s AES AES Stock Holding History

Activest 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 		$2.58K Buy
176
+143
+433% +$2.08K ﹤0.01% 811
2026
Q1 		$465 Buy
33
+23
+230% +$342 ﹤0.01% 1081
2025
Q4 		$143 Hold
10
– – ﹤0.01% 1050
2025
Q3 		$132 Buy
+10
New +$130 ﹤0.01% 1042
2025
Q2 		– Sell
-63
Closed -$674 – 1051
2025
Q1 		$782 Buy
+63
New +$729 ﹤0.01% 798
2023
Q1 		– Sell
-675
Closed -$16.9K – 321
2022
Q4 		$16.9K Hold
675
– – 0.01% 274
2022
Q3 		$17K Buy
+675
New +$16K 0.01% 268

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

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

Activest Wealth Management increased its AES (AES) stake by 433% in Q2 2026, buying an estimated $2.08K and bringing the position to 176 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Activest Wealth Management first reported a position in AES in Q3 2022 and has held it in 7 quarters since. The position peaked at $17K in Q3 2022. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Activest Wealth Management held 176 shares of AES worth $2.58K as of Q2 2026.
  • Activest Wealth Management bought 143 AES shares in Q2 2026, an estimated $2.08K.
  • AES made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #811 holding.
  • Activest Wealth Management first reported a position in AES in Q3 2022 and has held it in 7 quarters since.
  • Activest Wealth Management's AES position peaked at $17K in Q3 2022.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.