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Burney Company’s AES AES Stock Holding History

Burney Company’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 		– Sell
-174,757
Closed -$2.46M – 609
2026
Q1 		$2.46M Sell
174,757
-361,051
-67% -$5.37M 0.08% 196
2025
Q4 		$7.68M Buy
535,808
+441,927
+471% +$6.23M 0.24% 95
2025
Q3 		$1.24M Buy
93,881
+52,775
+128% +$685K 0.04% 290
2025
Q2 		$432K Sell
41,106
-4,197
-9% -$44.9K 0.01% 437
2025
Q1 		$563K Buy
45,303
+455
+1% +$5.26K 0.02% 400
2024
Q4 		$577K Buy
+44,848
New +$670K 0.02% 399

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

Burney Company's AES Position: Q2 2026 in Review

Burney Company sold out of AES (AES) in Q2 2026, closing a stake of 174,757 shares — an estimated $2.46M sold.

Burney Company first reported a position in AES in Q4 2024 and held it in 6 quarters. The position peaked at $7.68M in Q4 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Burney Company reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 174,757 AES shares in Q2 2026, an estimated $2.46M.
  • Burney Company first reported a position in AES in Q4 2024 and held it in 6 quarters.
  • Burney Company's AES position peaked at $7.68M in Q4 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.