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Bay Harbor Wealth Management’s AES AES Stock Holding History

Bay Harbor 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 		$1.5K Buy
102
+21
+26% +$305 ﹤0.01% 742
2026
Q1 		$1.14K Buy
81
+36
+80% +$536 ﹤0.01% 717
2025
Q4 		$645 Buy
45
+5
+13% +$70 ﹤0.01% 763
2025
Q3 		$526 Buy
40
+34
+567% +$442 ﹤0.01% 714
2025
Q2 		$63 Buy
+6
New +$64 ﹤0.01% 1170

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

Bay Harbor Wealth Management's AES Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its AES (AES) stake by 26% in Q2 2026, buying an estimated $305 and bringing the position to 102 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Bay Harbor Wealth Management first reported a position in AES in Q2 2025 and has held it in 5 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Bay Harbor Wealth Management held 102 shares of AES worth $1.5K as of Q2 2026.
  • Bay Harbor Wealth Management bought 21 AES shares in Q2 2026, an estimated $305.
  • AES made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #742 holding.
  • Bay Harbor Wealth Management first reported a position in AES in Q2 2025 and has held it in 5 quarters since.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.