CA
AES icon

Carson Advisory’s AES AES Stock Holding History

Carson Advisory’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 		$4.06M Sell
276,977
-20,877
-7% -$303K 1.86% 13
2026
Q1 		$4.2M Sell
297,854
-5,316
-2% -$79.1K 2.18% 11
2025
Q4 		$4.35M Sell
303,170
-1,809
-0.6% -$25.5K 2.26% 12
2025
Q3 		$4.01M Buy
304,979
+7,444
+3% +$96.7K 2.16% 12
2025
Q2 		$3.13M Buy
297,535
+154,635
+108% +$1.66M 1.99% 12
2025
Q1 		$1.77M Buy
+142,900
New +$1.65M 1.2% 20

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

Carson Advisory's AES Position: Q2 2026 in Review

Carson Advisory reduced its AES (AES) stake by 7% in Q2 2026, selling an estimated $303K and leaving 276,977 shares worth $4.06M. The position accounts for 1.86% of the portfolio, ranked #13.

Carson Advisory first reported a position in AES in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.35M in Q4 2025. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Carson Advisory held 276,977 shares of AES worth $4.06M as of Q2 2026.
  • Carson Advisory sold 20,877 AES shares in Q2 2026, an estimated $303K.
  • AES made up 1.86% of Carson Advisory's portfolio in Q2 2026, its #13 holding.
  • Carson Advisory first reported a position in AES in Q1 2025 and has held it in 6 quarters since.
  • Carson Advisory's AES position peaked at $4.35M in Q4 2025.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.