Cerity Partners
AES icon

Cerity Partners’s AES AES Stock Holding History

Cerity Partners’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 		$17.6M Buy
1,202,979
+272,459
+29% +$3.96M 0.02% 524
2026
Q1 		$13.1M Buy
930,520
+11,581
+1% +$172K 0.02% 585
2025
Q4 		$13.2M Sell
918,939
-168,348
-15% -$2.37M 0.02% 535
2025
Q3 		$14.3M Buy
1,087,287
+106,007
+11% +$1.38M 0.02% 461
2025
Q2 		$10.3M Buy
981,280
+37,029
+4% +$396K 0.02% 520
2025
Q1 		$11.7M Buy
944,251
+772,515
+450% +$8.94M 0.02% 452
2024
Q4 		$2.63M Buy
171,736
+4,513
+3% +$67.4K 0.01% 984
2024
Q3 		$3.35M Buy
167,223
+22,187
+15% +$392K 0.01% 867
2024
Q2 		$2.55M Sell
145,036
-18,221
-11% -$346K 0.01% 818
2024
Q1 		$2.93M Buy
163,257
+76,487
+88% +$1.28M 0.01% 822
2023
Q4 		$1.67M Buy
86,770
+6,538
+8% +$106K 0.01% 813
2023
Q3 		$1.22M Sell
80,232
-4,870
-6% -$92.8K 0.01% 698
2023
Q2 		$1.76M Buy
85,102
+74,878
+732% +$1.65M 0.01% 759
2023
Q1 		$792K Sell
10,224
-1,211
-11% -$30.8K ﹤0.01% 1082
2022
Q4 		$329K Buy
+11,435
New +$308K ﹤0.01% 1114
2018
Q3 		– Sell
-24,627
Closed -$330K – 534
2018
Q2 		$330K Buy
24,627
+738
+3% +$9.09K 0.02% 404
2018
Q1 		$272K Sell
23,889
-154
-0.6% -$1.67K 0.02% 452
2017
Q4 		$260K Sell
24,043
-90
-0.4% -$974 0.02% 480
2017
Q3 		$266K Buy
+24,133
New +$269K 0.02% 468

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

Cerity Partners's AES Position: Q2 2026 in Review

Cerity Partners increased its AES (AES) stake by 29% in Q2 2026, buying an estimated $3.96M and bringing the position to 1,202,979 shares worth $17.6M. The position accounts for 0.02% of the portfolio, ranked #524.

Cerity Partners first reported a position in AES in Q3 2017 and has held it in 19 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Cerity Partners held 1,202,979 shares of AES worth $17.6M as of Q2 2026.
  • Cerity Partners bought 272,459 AES shares in Q2 2026, an estimated $3.96M.
  • AES made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #524 holding.
  • Cerity Partners first reported a position in AES in Q3 2017 and has held it in 19 quarters since.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.