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Beacon Pointe Advisors’s AES AES Stock Holding History

Beacon Pointe 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 		$256K Buy
+17,448
New +$254K ﹤0.01% 1692
2021
Q3 		– Sell
-14,196
Closed -$370K – 900
2021
Q2 		$370K Buy
14,196
+287
+2% +$7.58K 0.01% 586
2021
Q1 		$373K Sell
13,909
-513
-4% -$13.6K 0.02% 342
2020
Q4 		$339K Sell
14,422
-4,591
-24% -$95.4K 0.02% 345
2020
Q3 		$344K Buy
+19,013
New +$318K 0.03% 279

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 Pointe Advisors's AES Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in AES (AES) in Q2 2026: 17,448 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1692 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in AES as recently as Q2 2021.

Beacon Pointe Advisors first reported a position in AES in Q3 2020 and has held it in 5 quarters since. The position peaked at $373K in Q1 2021. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Beacon Pointe Advisors held 17,448 shares of AES worth $256K as of Q2 2026.
  • AES was a new Beacon Pointe Advisors position in Q2 2026.
  • AES made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1692 holding.
  • Beacon Pointe Advisors first reported a position in AES in Q3 2020 and has held it in 5 quarters since.
  • Beacon Pointe Advisors's AES position peaked at $373K in Q1 2021.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.