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Bleakley Financial Group’s AES AES Stock Holding History

Bleakley 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 		$771K Buy
52,599
+36,670
+230% +$533K 0.01% 718
2026
Q1 		$224K Sell
15,929
-43,422
-73% -$646K ﹤0.01% 740
2025
Q4 		$851K Buy
59,351
+8,354
+16% +$118K 0.01% 508
2025
Q3 		$671K Buy
50,997
+759
+2% +$9.86K 0.02% 473
2025
Q2 		$529K Sell
50,238
-603
-1% -$6.46K 0.01% 482
2025
Q1 		$631K Buy
50,841
+2,180
+4% +$25.2K 0.02% 402
2024
Q4 		$626K Sell
48,661
-24,679
-34% -$369K 0.02% 556
2024
Q3 		$1.47M Sell
73,340
-151,881
-67% -$2.69M 0.04% 317
2024
Q2 		$3.96M Buy
225,221
+42,172
+23% +$802K 0.11% 168
2024
Q1 		$3.28M Sell
183,049
-1,655
-0.9% -$27.7K 0.1% 201
2023
Q4 		$3.56M Buy
184,704
+16,688
+10% +$271K 0.11% 171
2023
Q3 		$2.55M Buy
168,016
+779
+0.5% +$14.8K 0.09% 199
2023
Q2 		$3.47M Buy
167,237
+5,097
+3% +$112K 0.11% 169
2023
Q1 		$3.9M Buy
162,140
+11,349
+8% +$288K 0.13% 149
2022
Q4 		$4.34M Buy
+150,791
New +$4.06M 0.16% 122

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

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

Bleakley Financial Group increased its AES (AES) stake by 230% in Q2 2026, buying an estimated $533K and bringing the position to 52,599 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #718.

Bleakley Financial Group first reported a position in AES in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.34M in Q4 2022. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Bleakley Financial Group held 52,599 shares of AES worth $771K as of Q2 2026.
  • Bleakley Financial Group bought 36,670 AES shares in Q2 2026, an estimated $533K.
  • AES made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #718 holding.
  • Bleakley Financial Group first reported a position in AES in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's AES position peaked at $4.34M in Q4 2022.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.