CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s AES AES Stock Holding History

CAPTRUST Financial Advisors’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
-500
Closed -$7.04K – 3279
2026
Q1 		$7.04K Buy
+500
New +$7.44K ﹤0.01% 3002

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

CAPTRUST Financial Advisors's AES Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its AES (AES) stake by 26% in Q2 2026, buying an estimated $651K and bringing the position to 219,184 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

CAPTRUST Financial Advisors first reported a position in AES in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.78M in Q4 2019. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • CAPTRUST Financial Advisors held 219,184 shares of AES worth $3.21M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 44,773 AES shares in Q2 2026, an estimated $651K.
  • AES made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1035 holding.
  • CAPTRUST Financial Advisors first reported a position in AES in Q1 2018 and has held it in 34 quarters since.
  • CAPTRUST Financial Advisors's AES position peaked at $6.78M in Q4 2019.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.