AF
AES icon

Allworth Financial’s AES AES Stock Holding History

Allworth Financial’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 		$269K Buy
18,365
+12,359
+206% +$180K ﹤0.01% 1316
2026
Q1 		$84.6K Buy
6,006
+1,269
+27% +$18.9K ﹤0.01% 1945
2025
Q4 		$67.9K Buy
4,737
+326
+7% +$4.59K ﹤0.01% 1993
2025
Q3 		$58.1K Sell
4,411
-4,398
-50% -$57.1K ﹤0.01% 2008
2025
Q2 		$92.7K Buy
8,809
+7,200
+447% +$77.1K ﹤0.01% 1589
2025
Q1 		$16.3K Buy
1,609
+725
+82% +$8.39K ﹤0.01% 2198
2024
Q4 		$9.84K Sell
884
-1,062
-55% -$15.9K ﹤0.01% 2441
2024
Q3 		$39K Sell
1,946
-10
-0.5% -$177 ﹤0.01% 1524
2024
Q2 		$33.4K Sell
1,956
-124
-6% -$2.36K ﹤0.01% 1568
2024
Q1 		$37.3K Sell
2,080
-1,030
-33% -$17.2K ﹤0.01% 1426
2023
Q4 		$59.9K Buy
3,110
+1,779
+134% +$28.9K ﹤0.01% 1126
2023
Q3 		$20.2K Buy
1,331
+1,130
+562% +$21.5K ﹤0.01% 1507
2023
Q2 		$4.17K Sell
201
-25
-11% -$550 ﹤0.01% 2182
2023
Q1 		$5.44K Sell
226
-553
-71% -$14.1K ﹤0.01% 1997
2022
Q4 		$22.4K Buy
779
+648
+495% +$17.5K ﹤0.01% 1311
2022
Q3 		$3K Sell
131
-80
-38% -$1.9K ﹤0.01% 1998
2022
Q2 		$4K Sell
211
-1,003
-83% -$21.9K ﹤0.01% 1785
2022
Q1 		$31K Buy
1,214
+1,201
+9,238% +$27.1K ﹤0.01% 1058
2021
Q4 		$0 Hold
13
– – ﹤0.01% 1905
2021
Q3 		$0 Buy
13
+8
+160% +$194 ﹤0.01% 1844
2021
Q2 		$0 Buy
+5
New +$132 ﹤0.01% 1534
2019
Q4 		– Sell
-48
Closed -$1K – 1039
2019
Q3 		$1K Buy
48
+1
+2% +$16 ﹤0.01% 870
2019
Q2 		$1K Hold
47
– – ﹤0.01% 857
2019
Q1 		$1K Buy
+47
New +$790 ﹤0.01% 874

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

Allworth Financial's AES Position: Q2 2026 in Review

Allworth Financial increased its AES (AES) stake by 206% in Q2 2026, buying an estimated $180K and bringing the position to 18,365 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Allworth Financial first reported a position in AES in Q1 2019 and has held it in 24 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Allworth Financial held 18,365 shares of AES worth $269K as of Q2 2026.
  • Allworth Financial bought 12,359 AES shares in Q2 2026, an estimated $180K.
  • AES made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1316 holding.
  • Allworth Financial first reported a position in AES in Q1 2019 and has held it in 24 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.