Avantax Planning Partners’s AES AES Stock Holding History

Avantax Planning Partners’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	$195K	Sell	13,325 -66	-0.5%	-$959	﹤0.01%	449
2026 Q1	$189K	Hold	13,391	–	–	0.01%	427
2025 Q4	$192K	Hold	13,391	–	–	0.01%	430
2025 Q3	$176K	Sell	13,391 -2,060	-13%	-$26.8K	0.01%	430
2025 Q2	$163K	Buy	+15,451	New	+$165K	0.01%	436
2018 Q4	–	Sell	-625	Closed	-$9K	–	292
2018 Q3	$9K	Buy	+625	New	+$8.42K	﹤0.01%	900
2018 Q2	–	Sell	-2,451	Closed	-$28K	–	258
2018 Q1	$28K	Buy	+2,451	New	+$26.6K	﹤0.01%	661

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

Avantax Planning Partners's AES Position: Q2 2026 in Review

Avantax Planning Partners reduced its AES (AES) stake by 0.49% in Q2 2026, selling an estimated $959 and leaving 13,325 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Avantax Planning Partners first reported a position in AES in Q1 2018 and has held it in 7 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Avantax Planning Partners held 13,325 shares of AES worth $195K as of Q2 2026.
Avantax Planning Partners sold 66 AES shares in Q2 2026, an estimated $959.
AES made up ﹤0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #449 holding.
Avantax Planning Partners first reported a position in AES in Q1 2018 and has held it in 7 quarters since.
704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.