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Bartlett & Co Wealth Management’s AES AES Stock Holding History

Bartlett & Co 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 		$37.1K Buy
2,532
+477
+23% +$6.93K ﹤0.01% 791
2026
Q1 		$29.7K Buy
2,055
+91
+5% +$1.35K ﹤0.01% 759
2025
Q4 		$28.2K Hold
1,964
– – ﹤0.01% 758
2025
Q3 		$25.8K Buy
1,964
+225
+13% +$2.92K ﹤0.01% 781
2025
Q2 		$18.3K Buy
1,739
+70
+4% +$749 ﹤0.01% 829
2025
Q1 		$20.7K Hold
1,669
– – ﹤0.01% 808
2024
Q4 		$21.5K Buy
1,669
+1,666
+55,533% +$24.9K ﹤0.01% 797
2024
Q3 		$60 Hold
3
– – ﹤0.01% 1116
2024
Q2 		$53 Hold
3
– – ﹤0.01% 1127
2024
Q1 		$54 Buy
+3
New +$50 ﹤0.01% 1117

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

Bartlett & Co Wealth Management's AES Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its AES (AES) stake by 23% in Q2 2026, buying an estimated $6.93K and bringing the position to 2,532 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Bartlett & Co Wealth Management first reported a position in AES in Q1 2024 and has held it in 10 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,532 shares of AES worth $37.1K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 477 AES shares in Q2 2026, an estimated $6.93K.
  • AES made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #791 holding.
  • Bartlett & Co Wealth Management first reported a position in AES in Q1 2024 and has held it in 10 quarters since.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.