Clayton Financial Group’s AES AES Stock Holding History

Clayton Financial Group’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	-127	Closed	-$1.79K	–	77
2026 Q1	$1.79K	Hold	127	–	–	﹤0.01%	488
2025 Q4	$1.82K	Buy	+127	New	+$1.79K	﹤0.01%	471

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

Clayton Financial Group's AES Position: Q2 2026 in Review

Clayton Financial Group sold out of AES (AES) in Q2 2026, closing a stake of 127 shares — an estimated $1.79K sold.

Clayton Financial Group first reported a position in AES in Q4 2025 and held it in 2 quarters. The position peaked at $1.82K in Q4 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Clayton Financial Group reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 127 AES shares in Q2 2026, an estimated $1.79K.
Clayton Financial Group first reported a position in AES in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's AES position peaked at $1.82K in Q4 2025.
706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.