BTWM
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Baker Tilly Wealth Management’s AES AES Stock Holding History

Baker Tilly 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 		– Sell
-25,166
Closed -$355K – 288
2026
Q1 		$355K Buy
25,166
+253
+1% +$3.77K 0.09% 193
2025
Q4 		$357K Sell
24,913
-1,045
-4% -$14.7K 0.09% 194
2025
Q3 		$342K Buy
25,958
+911
+4% +$11.8K 0.08% 195
2025
Q2 		$263K Buy
25,047
+315
+1% +$3.37K 0.09% 203
2025
Q1 		$307K Buy
24,732
+11,764
+91% +$136K 0.12% 184
2024
Q4 		$167K Sell
12,968
-4,934
-28% -$73.7K 0.07% 234
2024
Q3 		$359K Sell
17,902
-2,007
-10% -$35.5K 0.16% 155
2024
Q2 		$350K Sell
19,909
-25,049
-56% -$476K 0.14% 172
2024
Q1 		$806K Sell
44,958
-715
-2% -$11.9K 0.15% 155
2023
Q4 		$879K Buy
45,673
+8,943
+24% +$145K 0.14% 153
2023
Q3 		$558K Buy
36,730
+14,350
+64% +$273K 0.09% 234
2023
Q2 		$464K Buy
22,380
+2,519
+13% +$55.5K 0.05% 358
2023
Q1 		$478K Sell
19,861
-3,876
-16% -$98.5K 0.05% 346
2022
Q4 		$683K Buy
23,737
+1,510
+7% +$40.7K 0.08% 258
2022
Q3 		$502K Sell
22,227
-347
-2% -$8.23K 0.07% 290
2022
Q2 		$474K Buy
22,574
+888
+4% +$19.4K 0.06% 321
2022
Q1 		$558K Buy
21,686
+1,383
+7% +$31.3K 0.06% 318
2021
Q4 		$493K Buy
20,303
+4,281
+27% +$104K 0.05% 347
2021
Q3 		$366K Buy
16,022
+3,524
+28% +$85.6K 0.05% 380
2021
Q2 		$326K Buy
12,498
+874
+8% +$23.1K 0.05% 377
2021
Q1 		$312K Buy
11,624
+1,733
+18% +$46.1K 0.06% 353
2020
Q4 		$232K Buy
+9,891
New +$206K 0.07% 292

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

Baker Tilly Wealth Management's AES Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of AES (AES) in Q2 2026, closing a stake of 25,166 shares — an estimated $355K sold.

Baker Tilly Wealth Management first reported a position in AES in Q4 2020 and held it in 22 quarters. The position peaked at $879K in Q4 2023. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 25,166 AES shares in Q2 2026, an estimated $355K.
  • Baker Tilly Wealth Management first reported a position in AES in Q4 2020 and held it in 22 quarters.
  • Baker Tilly Wealth Management's AES position peaked at $879K in Q4 2023.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.