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Bogart Wealth LLC’s AES AES Stock Holding History

Bogart Wealth LLC’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 		$26.1K Buy
1,784
+70
+4% +$1.02K ﹤0.01% 713
2026
Q1 		$24.2K Buy
1,714
+105
+7% +$1.56K ﹤0.01% 676
2025
Q4 		$23.1K Sell
1,609
-260
-14% -$3.67K ﹤0.01% 642
2025
Q3 		$24.6K Buy
1,869
+1,500
+407% +$19.5K ﹤0.01% 617
2025
Q2 		$3.88K Buy
369
+34
+10% +$364 ﹤0.01% 993
2025
Q1 		$4.16K Sell
335
-676
-67% -$7.82K ﹤0.01% 933
2024
Q4 		$13K Buy
1,011
+741
+274% +$11.1K ﹤0.01% 676
2024
Q3 		$5.42K Buy
270
+150
+125% +$2.65K ﹤0.01% 812
2024
Q2 		$2.11K Buy
+120
New +$2.28K ﹤0.01% 923

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

Bogart Wealth LLC's AES Position: Q2 2026 in Review

Bogart Wealth LLC increased its AES (AES) stake by 4.1% in Q2 2026, buying an estimated $1.02K and bringing the position to 1,784 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Bogart Wealth LLC first reported a position in AES in Q2 2024 and has held it in 9 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Bogart Wealth LLC held 1,784 shares of AES worth $26.1K as of Q2 2026.
  • Bogart Wealth LLC bought 70 AES shares in Q2 2026, an estimated $1.02K.
  • AES made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #713 holding.
  • Bogart Wealth LLC first reported a position in AES in Q2 2024 and has held it in 9 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.