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Atomi Financial Group’s AES AES Stock Holding History

Atomi Financial Group’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 		$352K Sell
23,988
-1,507
-6% -$21.9K 0.01% 946
2026
Q1 		$359K Sell
25,495
-15,195
-37% -$226K 0.01% 857
2025
Q4 		$584K Buy
40,690
+3,800
+10% +$53.6K 0.02% 621
2025
Q3 		$485K Buy
36,890
+26,260
+247% +$341K 0.02% 661
2025
Q2 		$112K Sell
10,630
-5,574
-34% -$59.7K ﹤0.01% 1082
2025
Q1 		$201K Buy
16,204
+4,330
+36% +$50.1K 0.01% 979
2024
Q4 		$153K Sell
11,874
-10,237
-46% -$153K 0.01% 936
2024
Q3 		$444K Buy
22,111
+1,902
+9% +$33.6K 0.03% 500
2024
Q2 		$355K Buy
20,209
+2,700
+15% +$51.3K 0.03% 524
2024
Q1 		$314K Buy
+17,509
New +$293K 0.03% 522

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

Atomi Financial Group's AES Position: Q2 2026 in Review

Atomi Financial Group reduced its AES (AES) stake by 5.9% in Q2 2026, selling an estimated $21.9K and leaving 23,988 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #946.

Atomi Financial Group first reported a position in AES in Q1 2024 and has held it in 10 quarters since. The position peaked at $584K in Q4 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Atomi Financial Group held 23,988 shares of AES worth $352K as of Q2 2026.
  • Atomi Financial Group sold 1,507 AES shares in Q2 2026, an estimated $21.9K.
  • AES made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #946 holding.
  • Atomi Financial Group first reported a position in AES in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's AES position peaked at $584K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.