Checchi Capital Advisers’s AES AES Stock Holding History

Checchi Capital Advisers’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	-12,353	Closed	-$174K	–	611
2026 Q1	$174K	Buy	+12,353	New	+$184K	0.01%	591
2023 Q3	–	Sell	-9,675	Closed	-$201K	–	533
2023 Q2	$201K	Buy	9,675 +615	+7%	+$13.5K	0.02%	547
2023 Q1	$218K	Sell	9,060 -107	-1%	-$2.72K	0.02%	511
2022 Q4	$264K	Sell	9,167 -232	-2%	-$6.25K	0.03%	436
2022 Q3	$212K	Hold	9,399	–	–	0.02%	504
2022 Q2	$209K	Buy	9,399 +844	+10%	+$18.4K	0.02%	539
2022 Q1	$220K	Buy	+8,555	New	+$193K	0.02%	496
2021 Q2	–	Sell	-9,177	Closed	-$246K	–	536
2021 Q1	$246K	Buy	9,177 +119	+1%	+$3.17K	0.02%	429
2020 Q4	$213K	Buy	+9,058	New	+$188K	0.02%	451
2016 Q3	–	Sell	-2,902	Closed	-$36K	–	404
2016 Q2	$36K	Sell	2,902 -616	-18%	-$6.94K	﹤0.01%	972
2016 Q1	$42K	Buy	+3,518	New	+$35K	0.01%	883

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

Checchi Capital Advisers's AES Position: Q2 2026 in Review

Checchi Capital Advisers sold out of AES (AES) in Q2 2026, closing a stake of 12,353 shares — an estimated $174K sold.

Checchi Capital Advisers first reported a position in AES in Q1 2016 and held it in 11 quarters. The position peaked at $264K in Q4 2022. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Checchi Capital Advisers reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Checchi Capital Advisers sold 12,353 AES shares in Q2 2026, an estimated $174K.
Checchi Capital Advisers first reported a position in AES in Q1 2016 and held it in 11 quarters.
Checchi Capital Advisers's AES position peaked at $264K in Q4 2022.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.