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Blue Trust Inc’s AES AES Stock Holding History

Blue Trust Inc’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 		$15K Sell
1,024
-19
-2% -$276 ﹤0.01% 1744
2026
Q1 		$14.7K Sell
1,043
-1,226
-54% -$18.3K ﹤0.01% 1734
2025
Q4 		$32.5K Buy
2,269
+538
+31% +$7.58K ﹤0.01% 1513
2025
Q3 		$22.8K Buy
1,731
+1
+0.1% +$13 ﹤0.01% 1625
2025
Q2 		$18.2K Sell
1,730
-338
-16% -$3.62K ﹤0.01% 1710
2025
Q1 		$25.7K Buy
2,068
+355
+21% +$4.11K ﹤0.01% 1582
2024
Q4 		$22.1K Sell
1,713
-1,975
-54% -$29.5K ﹤0.01% 1573
2024
Q3 		$64.8K Buy
3,688
+1,509
+69% +$26.7K ﹤0.01% 1451
2024
Q2 		$39.1K Buy
2,179
+102
+5% +$1.94K ﹤0.01% 1360
2024
Q1 		$37.2K Buy
2,077
+759
+58% +$12.7K ﹤0.01% 1020
2023
Q4 		$20K Sell
1,318
-1,040
-44% -$16.9K ﹤0.01% 1277
2023
Q3 		$49K Buy
2,358
+80
+4% +$1.52K ﹤0.01% 853
2023
Q2 		$55K Sell
2,278
-130
-5% -$2.86K ﹤0.01% 667
2023
Q1 		$69K Buy
2,408
+95
+4% +$2.41K ﹤0.01% 895
2022
Q4 		$52K Buy
2,313
+499
+28% +$13.4K ﹤0.01% 892
2022
Q3 		$38K Buy
1,814
+77
+4% +$1.83K ﹤0.01% 855
2022
Q2 		$44K Buy
+1,737
New +$37.9K ﹤0.01% 720

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

Blue Trust Inc's AES Position: Q2 2026 in Review

Blue Trust Inc reduced its AES (AES) stake by 1.8% in Q2 2026, selling an estimated $276 and leaving 1,024 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Blue Trust Inc first reported a position in AES in Q2 2022 and has held it in 17 quarters since. The position peaked at $69K in Q1 2023. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Blue Trust Inc held 1,024 shares of AES worth $15K as of Q2 2026.
  • Blue Trust Inc sold 19 AES shares in Q2 2026, an estimated $276.
  • AES made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1744 holding.
  • Blue Trust Inc first reported a position in AES in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's AES position peaked at $69K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.