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Clark Wealth Partners’s AES AES Stock Holding History

Clark Wealth 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 		$587 Buy
40
+7
+21% +$102 ﹤0.01% 518
2026
Q1 		$465 Sell
33
-155
-82% -$2.31K ﹤0.01% 566
2025
Q4 		$2.7K Hold
188
– – ﹤0.01% 405
2025
Q3 		$2.7K Buy
+188
New +$2.44K ﹤0.01% 405
2025
Q2 		– Sell
-32
Closed -$397 – 543
2025
Q1 		$397 Sell
32
-5
-14% -$58 ﹤0.01% 493
2024
Q4 		$476 Buy
+37
New +$553 ﹤0.01% 485

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Clark Wealth Partners's AES Position: Q2 2026 in Review

Clark Wealth Partners increased its AES (AES) stake by 21% in Q2 2026, buying an estimated $102 and bringing the position to 40 shares worth $587. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Clark Wealth Partners first reported a position in AES in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.7K in Q4 2025. 663 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Clark Wealth Partners held 40 shares of AES worth $587 as of Q2 2026.
  • Clark Wealth Partners bought 7 AES shares in Q2 2026, an estimated $102.
  • AES made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #518 holding.
  • Clark Wealth Partners first reported a position in AES in Q4 2024 and has held it in 6 quarters since.
  • Clark Wealth Partners's AES position peaked at $2.7K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.