Concord Wealth Partners’s AES AES Stock Holding History

Concord 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	$14.7K	Buy	+1,000	New	+$14.5K	﹤0.01%	521
2026 Q1	–	Sell	-1,000	Closed	-$14.3K	–	218
2025 Q4	$14.3K	Hold	1,000	–	–	﹤0.01%	489
2025 Q3	$13.2K	Hold	1,000	–	–	﹤0.01%	502
2025 Q2	$10.5K	Hold	1,000	–	–	﹤0.01%	532
2025 Q1	$12.4K	Hold	1,000	–	–	﹤0.01%	490
2024 Q4	$12.9K	Sell	1,000 -191	-16%	-$2.85K	﹤0.01%	500
2024 Q3	$23.9K	Buy	1,191 +191	+19%	+$3.38K	﹤0.01%	445
2024 Q2	$17.6K	Hold	1,000	–	–	﹤0.01%	447
2024 Q1	$17.9K	Hold	1,000	–	–	﹤0.01%	500
2023 Q4	$19.3K	Hold	1,000	–	–	﹤0.01%	484
2023 Q3	$15.2K	Hold	1,000	–	–	﹤0.01%	552
2023 Q2	$20.7K	Hold	1,000	–	–	﹤0.01%	501
2023 Q1	$24.1K	Hold	1,000	–	–	0.01%	460
2022 Q4	$28.8K	Buy	+1,000	New	+$27K	0.01%	473
2022 Q3	–	Sell	-1,000	Closed	-$21K	–	170
2022 Q2	$21K	Hold	1,000	–	–	0.01%	528
2022 Q1	$26K	Hold	1,000	–	–	0.01%	577
2021 Q4	$24K	Buy	+1,000	New	+$24.3K	0.01%	600
2021 Q3	–	Sell	-1,000	Closed	-$26K	–	896
2021 Q2	$26K	Sell	1,000 -14	-1%	-$370	0.01%	448
2021 Q1	$27K	Buy	1,014 +14	+1%	+$372	0.01%	422
2020 Q4	$24K	Buy	+1,000	New	+$20.8K	0.02%	288

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

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

Concord Wealth Partners opened a new position in AES (AES) in Q2 2026: 1,000 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AES as recently as Q4 2025.

Concord Wealth Partners first reported a position in AES in Q4 2020 and has held it in 20 quarters since. The position peaked at $28.8K in Q4 2022. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Concord Wealth Partners held 1,000 shares of AES worth $14.7K as of Q2 2026.
AES was a new Concord Wealth Partners position in Q2 2026.
AES made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #521 holding.
Concord Wealth Partners first reported a position in AES in Q4 2020 and has held it in 20 quarters since.
Concord Wealth Partners's AES position peaked at $28.8K in Q4 2022.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.