Advisory Services Network’s AES AES Stock Holding History

Advisory Services Network’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	–	Sell	-85,452	Closed	-$1.2M	–	2205
2026 Q1	$1.2M	Sell	85,452 -31,526	-27%	-$469K	0.02%	838
2025 Q4	$1.68M	Buy	116,978 +31,158	+36%	+$439K	0.02%	677
2025 Q3	$1.13M	Buy	85,820 +19,301	+29%	+$251K	0.02%	810
2025 Q2	$875K	Buy	66,519 +958	+1%	+$10.3K	0.01%	876
2025 Q1	$814K	Buy	65,561 +15,066	+30%	+$174K	0.02%	853
2024 Q4	$650K	Sell	50,495 -119	-0.2%	-$1.78K	0.01%	923
2024 Q3	$889K	Hold	50,614	–	–	0.02%	761
2024 Q2	$889K	Buy	+50,614	New	+$962K	0.02%	761
2024 Q1	–	Sell	-3,651	Closed	-$70.3K	–	1484
2023 Q4	$70.3K	Buy	+3,651	New	+$59.4K	﹤0.01%	1831
2023 Q2	–	Sell	-2,127	Closed	-$51.2K	–	1468
2023 Q1	$51.2K	Sell	2,127 -14,667	-87%	-$373K	﹤0.01%	2007
2022 Q4	$483K	Buy	+16,794	New	+$453K	0.01%	872
2021 Q4	–	Sell	-13,537	Closed	-$309K	–	1401
2021 Q3	$309K	Buy	13,537 +1,917	+16%	+$46.6K	0.01%	1090
2021 Q2	$304K	Buy	+11,620	New	+$307K	0.01%	1087
2021 Q1	–	Sell	-7,895	Closed	-$186K	–	1310
2020 Q4	$186K	Sell	7,895 -5,181	-40%	-$108K	0.01%	1081
2020 Q3	$237K	Sell	13,076 -319	-2%	-$5.33K	0.01%	911
2020 Q2	$195K	Buy	13,395 +4,876	+57%	+$64.1K	0.01%	943
2020 Q1	$116K	Sell	8,519 -4,040	-32%	-$72.4K	0.01%	1004
2019 Q4	$250K	Sell	12,559 -9,623	-43%	-$172K	0.01%	833
2019 Q3	$372K	Hold	22,182	–	–	0.02%	632
2019 Q2	$372K	Sell	22,182 -10,932	-33%	-$185K	0.02%	630
2019 Q1	$598K	Buy	33,114 +3,971	+14%	+$66.8K	0.04%	485
2018 Q4	$422K	Buy	29,143 +21,436	+278%	+$322K	0.04%	498
2018 Q3	$108K	Buy	7,707 +918	+14%	+$12.4K	0.01%	945
2018 Q2	$91K	Sell	6,789 -22,120	-77%	-$272K	0.01%	985
2018 Q1	$329K	Buy	28,909 +1,366	+5%	+$14.8K	0.03%	631
2017 Q4	$298K	Sell	27,543 -1,247	-4%	-$13.5K	0.03%	642
2017 Q3	$317K	Buy	28,790 +28,631	+18,007%	+$319K	0.04%	518
2017 Q2	$2K	Buy	159 +59	+59%	+$678	﹤0.01%	2073
2017 Q1	$1K	Buy	+100	New	+$1.14K	﹤0.01%	2047
2016 Q3	$4K	Sell	273 -189	-41%	-$2.35K	﹤0.01%	1570
2016 Q2	$6K	Hold	462	–	–	﹤0.01%	1344
2016 Q1	$5K	Sell	462 -434	-48%	-$4.32K	﹤0.01%	1240
2015 Q4	$9K	Buy	896 +236	+36%	+$2.37K	﹤0.01%	955
2015 Q3	$6K	Buy	660 +259	+65%	+$3.13K	﹤0.01%	1046
2015 Q2	$5K	Buy	+401	New	+$5.38K	﹤0.01%	1056
2014 Q1	–	Sell	-1,550	Closed	-$22K	–	215
2013 Q4	$22K	Buy	+1,550	New	+$22.1K	0.01%	458

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Services Network's AES Position: Q2 2026 in Review

Advisory Services Network sold out of AES (AES) in Q2 2026, closing a stake of 85,452 shares — an estimated $1.2M sold.

Advisory Services Network first reported a position in AES in Q4 2013 and held it in 36 quarters. The position peaked at $1.68M in Q4 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Advisory Services Network reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 85,452 AES shares in Q2 2026, an estimated $1.2M.
Advisory Services Network first reported a position in AES in Q4 2013 and held it in 36 quarters.
Advisory Services Network's AES position peaked at $1.68M in Q4 2025.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.