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Beacon Investment Advisory Services’s AES AES Stock Holding History

Beacon Investment Advisory Services’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
-1,229
Closed -$17.3K – 812
2026
Q1 		$17.3K Sell
1,229
-31,725
-96% -$472K ﹤0.01% 567
2025
Q4 		$473K Buy
32,954
+2,153
+7% +$30.3K 0.02% 181
2025
Q3 		$405K Buy
30,801
+17,452
+131% +$227K 0.02% 192
2025
Q2 		$140K Buy
13,349
+18
+0.1% +$193 0.01% 245
2025
Q1 		$166K Buy
13,331
+17
+0.1% +$197 0.01% 230
2024
Q4 		$171K Hold
13,314
– – 0.01% 244
2024
Q3 		$267K Sell
13,314
-239
-2% -$4.23K 0.01% 229
2024
Q2 		$238K Buy
+13,553
New +$258K 0.01% 243
2019
Q2 		– Sell
-14,070
Closed -$254K – 227
2019
Q1 		$254K Buy
14,070
+2
+0% +$34 0.03% 203
2018
Q4 		$203K Sell
14,068
-80
-0.6% -$1.2K 0.02% 243
2018
Q3 		$198K Sell
14,148
-299
-2% -$4.03K 0.02% 249
2018
Q2 		$194K Buy
14,447
+1,069
+8% +$13.2K 0.02% 245
2018
Q1 		$152K Buy
13,378
+260
+2% +$2.83K 0.02% 251
2017
Q4 		$142K Buy
+13,118
New +$142K 0.02% 239

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

Beacon Investment Advisory Services's AES Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of AES (AES) in Q2 2026, closing a stake of 1,229 shares — an estimated $17.3K sold.

Beacon Investment Advisory Services first reported a position in AES in Q4 2017 and held it in 14 quarters. The position peaked at $473K in Q4 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 1,229 AES shares in Q2 2026, an estimated $17.3K.
  • Beacon Investment Advisory Services first reported a position in AES in Q4 2017 and held it in 14 quarters.
  • Beacon Investment Advisory Services's AES position peaked at $473K in Q4 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.