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Annis Gardner Whiting Capital Advisors’s AES AES Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-410
Closed -$5.78K – 369
2026
Q1 		$5.78K Buy
410
+199
+94% +$2.96K ﹤0.01% 936
2025
Q4 		$3.03K Buy
+211
New +$2.97K ﹤0.01% 919
2025
Q3 		– Sell
-1,581
Closed -$16.6K – 1185
2025
Q2 		$16.6K Buy
1,581
+1,551
+5,170% +$16.6K 0.01% 597
2025
Q1 		$373 Hold
30
– – ﹤0.01% 732
2024
Q4 		$387 Buy
+30
New +$448 ﹤0.01% 749
2024
Q3 		– Sell
-234
Closed -$4.11K – 736
2024
Q2 		$4.11K Buy
234
+30
+15% +$570 ﹤0.01% 796
2024
Q1 		$3.66K Buy
204
+60
+42% +$1K ﹤0.01% 793
2023
Q4 		$2.77K Buy
144
+67
+87% +$1.09K ﹤0.01% 603
2023
Q3 		$1.17K Buy
+77
New +$1.47K ﹤0.01% 642

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's AES Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of AES (AES) in Q2 2026, closing a stake of 410 shares — an estimated $5.78K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AES in Q3 2023 and held it in 9 quarters. The position peaked at $16.6K in Q2 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 410 AES shares in Q2 2026, an estimated $5.78K.
  • Annis Gardner Whiting Capital Advisors first reported a position in AES in Q3 2023 and held it in 9 quarters.
  • Annis Gardner Whiting Capital Advisors's AES position peaked at $16.6K in Q2 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.