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Clearstead Advisors’s AES AES Stock Holding History

Clearstead Advisors’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 		$70.4K Sell
4,803
-134,767
-97% -$1.96M ﹤0.01% 1394
2026
Q1 		$1.97M Buy
139,570
+54,537
+64% +$812K 0.02% 371
2025
Q4 		$1.22M Buy
85,033
+998
+1% +$14.1K 0.02% 424
2025
Q3 		$1.11M Sell
84,035
-610
-0.7% -$7.92K 0.01% 435
2025
Q2 		$890K Buy
84,645
+8,320
+11% +$89.1K 0.01% 476
2025
Q1 		$948K Buy
76,325
+2,447
+3% +$28.3K 0.01% 423
2024
Q4 		$951K Buy
73,878
+73,810
+108,544% +$1.1M 0.01% 417
2024
Q3 		$1.36K Buy
+68
New +$1.2K ﹤0.01% 1875
2024
Q1 		– Sell
-538
Closed -$10.4K – 1544
2023
Q4 		$10.4K Sell
538
-1,606
-75% -$26.1K ﹤0.01% 1056
2023
Q3 		$32.6K Buy
2,144
+1,660
+343% +$31.6K ﹤0.01% 949
2023
Q2 		$10K Sell
484
-101
-17% -$2.22K ﹤0.01% 987
2023
Q1 		$14.1K Buy
585
+473
+422% +$12K ﹤0.01% 900
2022
Q4 		$3.22K Buy
+112
New +$3.02K ﹤0.01% 1032
2022
Q3 		– Sell
-549
Closed -$12K – 1239
2022
Q2 		$12K Buy
549
+49
+10% +$1.07K ﹤0.01% 890
2022
Q1 		$13K Hold
500
– – ﹤0.01% 940
2021
Q4 		$12K Buy
500
+399
+395% +$9.7K ﹤0.01% 906
2021
Q3 		$2K Buy
101
+38
+60% +$923 ﹤0.01% 1109
2021
Q2 		$2K Buy
+63
New +$1.66K ﹤0.01% 1011

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

Clearstead Advisors's AES Position: Q2 2026 in Review

Clearstead Advisors reduced its AES (AES) stake by 97% in Q2 2026, selling an estimated $1.96M and leaving 4,803 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Clearstead Advisors first reported a position in AES in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.97M in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Clearstead Advisors held 4,803 shares of AES worth $70.4K as of Q2 2026.
  • Clearstead Advisors sold 134,767 AES shares in Q2 2026, an estimated $1.96M.
  • AES made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1394 holding.
  • Clearstead Advisors first reported a position in AES in Q2 2021 and has held it in 18 quarters since.
  • Clearstead Advisors's AES position peaked at $1.97M in Q1 2026.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.