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Bullock Wealth Management’s AES AES Stock Holding History

Bullock Wealth Management’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 		$160K Hold
10,901
– – 0.07% 193
2026
Q1 		$155K Hold
10,901
– – 0.08% 186
2025
Q4 		$156K Buy
+10,901
New +$154K 0.08% 182
2024
Q3 		– Sell
-5,803
Closed -$101K – 577
2024
Q2 		$101K Sell
5,803
-592
-9% -$11.3K 0.07% 183
2024
Q1 		$116K Buy
+6,395
New +$107K 0.08% 174

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's AES Position: Q2 2026 in Review

Bullock Wealth Management held its AES (AES) position steady in Q2 2026 at 10,901 shares worth $160K. The position accounts for 0.07% of the portfolio, ranked #193.

Bullock Wealth Management first reported a position in AES in Q1 2024 and has held it in 5 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Bullock Wealth Management held 10,901 shares of AES worth $160K as of Q2 2026.
  • Bullock Wealth Management left its AES share count unchanged in Q2 2026.
  • AES made up 0.07% of Bullock Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Bullock Wealth Management first reported a position in AES in Q1 2024 and has held it in 5 quarters since.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.