Birch Financial Group’s AES AES Stock Holding History

Birch Financial Group’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	$188K	Hold	12,823	–	–	0.1%	134
2026 Q1	$181K	Hold	12,823	–	–	0.11%	134
2025 Q4	$184K	Hold	12,823	–	–	0.1%	134
2025 Q3	$169K	Buy	+12,823	New	+$167K	0.1%	127

Other funds holding AES

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Birch Financial Group's AES Position: Q2 2026 in Review

Birch Financial Group held its AES (AES) position steady in Q2 2026 at 12,823 shares worth $188K. The position accounts for 0.1% of the portfolio, ranked #134.

Birch Financial Group first reported a position in AES in Q3 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Birch Financial Group held 12,823 shares of AES worth $188K as of Q2 2026.
Birch Financial Group left its AES share count unchanged in Q2 2026.
AES made up 0.1% of Birch Financial Group's portfolio in Q2 2026, its #134 holding.
Birch Financial Group first reported a position in AES in Q3 2025 and has held it in 4 quarters since.
102 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.