BH
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Burk Holdings’s AES AES Stock Holding History

Burk Holdings’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 		$1.27K Hold
87
– – ﹤0.01% 558
2026
Q1 		$1.23K Buy
+87
New +$1.29K ﹤0.01% 576

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

Burk Holdings's AES Position: Q2 2026 in Review

Burk Holdings held its AES (AES) position steady in Q2 2026 at 87 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Burk Holdings first reported a position in AES in Q1 2026 and has held it in 2 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Burk Holdings held 87 shares of AES worth $1.27K as of Q2 2026.
  • Burk Holdings left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #558 holding.
  • Burk Holdings first reported a position in AES in Q1 2026 and has held it in 2 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.