AWM
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Apollon Wealth Management’s AES AES Stock Holding History

Apollon 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 		$433K Buy
29,526
+7,091
+32% +$103K 0.01% 1086
2026
Q1 		$316K Buy
22,435
+578
+3% +$8.61K 0.01% 1083
2025
Q4 		$313K Buy
21,857
+5,673
+35% +$80K 0.01% 1038
2025
Q3 		$213K Sell
16,184
-483
-3% -$6.27K ﹤0.01% 1204
2025
Q2 		$175K Buy
16,667
+2,703
+19% +$28.9K ﹤0.01% 1190
2025
Q1 		$173K Buy
+13,964
New +$162K ﹤0.01% 1115
2024
Q1 		– Sell
-11,152
Closed -$215K – 1118
2023
Q4 		$215K Buy
+11,152
New +$181K 0.01% 976

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

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

Apollon Wealth Management increased its AES (AES) stake by 32% in Q2 2026, buying an estimated $103K and bringing the position to 29,526 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #1086.

Apollon Wealth Management first reported a position in AES in Q4 2023 and has held it in 7 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Apollon Wealth Management held 29,526 shares of AES worth $433K as of Q2 2026.
  • Apollon Wealth Management bought 7,091 AES shares in Q2 2026, an estimated $103K.
  • AES made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1086 holding.
  • Apollon Wealth Management first reported a position in AES in Q4 2023 and has held it in 7 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.