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Comprehensive Money Management Services’s AES AES Stock Holding History

Comprehensive Money Management Services’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
-10,785
Closed -$152K – 201
2026
Q1 		$152K Buy
10,785
+500
+5% +$7.44K 0.1% 190
2025
Q4 		$147K Buy
+10,285
New +$145K 0.1% 189

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

Comprehensive Money Management Services's AES Position: Q2 2026 in Review

Comprehensive Money Management Services sold out of AES (AES) in Q2 2026, closing a stake of 10,785 shares — an estimated $152K sold.

Comprehensive Money Management Services first reported a position in AES in Q4 2025 and held it in 2 quarters. The position peaked at $152K in Q1 2026. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Comprehensive Money Management Services reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Comprehensive Money Management Services sold 10,785 AES shares in Q2 2026, an estimated $152K.
  • Comprehensive Money Management Services first reported a position in AES in Q4 2025 and held it in 2 quarters.
  • Comprehensive Money Management Services's AES position peaked at $152K in Q1 2026.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.