Capital Wealth Planning’s AES AES Stock Holding History

Capital Wealth Planning’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	-10,000	Closed	-$141K	–	155
2026 Q1	$141K	Hold	10,000	–	–	﹤0.01%	151
2025 Q4	$143K	Buy	+10,000	New	+$141K	﹤0.01%	155

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Wealth Planning's AES Position: Q2 2026 in Review

Capital Wealth Planning sold out of AES (AES) in Q2 2026, closing a stake of 10,000 shares — an estimated $141K sold.

Capital Wealth Planning first reported a position in AES in Q4 2025 and held it in 2 quarters. The position peaked at $143K in Q4 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Capital Wealth Planning reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Capital Wealth Planning sold 10,000 AES shares in Q2 2026, an estimated $141K.
Capital Wealth Planning first reported a position in AES in Q4 2025 and held it in 2 quarters.
Capital Wealth Planning's AES position peaked at $143K in Q4 2025.
706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.