Cassaday & Co Wealth Management’s AES AES Stock Holding History

Cassaday & Co Wealth Management’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	-75	Closed	-$1.06K	–	1315
2026 Q1	$1.06K	Buy	+75	New	+$1.12K	﹤0.01%	1123

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's AES Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of AES (AES) in Q2 2026, closing a stake of 75 shares — an estimated $1.06K sold.

Cassaday & Co Wealth Management first reported a position in AES in Q1 2026 and held it in 1 quarter. The position peaked at $1.06K in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Cassaday & Co Wealth Management reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Cassaday & Co Wealth Management sold 75 AES shares in Q2 2026, an estimated $1.06K.
Cassaday & Co Wealth Management first reported a position in AES in Q1 2026 and held it in 1 quarter.
Cassaday & Co Wealth Management's AES position peaked at $1.06K in Q1 2026.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.