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Basecamp Wealth Advisors’s AES AES Stock Holding History

Basecamp Wealth Advisors’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 		$22K Sell
1,501
-36
-2% -$523 ﹤0.01% 776
2026
Q1 		$21.7K Sell
1,537
-40
-3% -$595 ﹤0.01% 801
2025
Q4 		$22.6K Buy
+1,577
New +$22.2K ﹤0.01% 751

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

Basecamp Wealth Advisors's AES Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its AES (AES) stake by 2.3% in Q2 2026, selling an estimated $523 and leaving 1,501 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Basecamp Wealth Advisors first reported a position in AES in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.6K in Q4 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Basecamp Wealth Advisors held 1,501 shares of AES worth $22K as of Q2 2026.
  • Basecamp Wealth Advisors sold 36 AES shares in Q2 2026, an estimated $523.
  • AES made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #776 holding.
  • Basecamp Wealth Advisors first reported a position in AES in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's AES position peaked at $22.6K in Q4 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.