CPC
AES icon

Consolidated Planning Corp’s AES AES Stock Holding History

Consolidated Planning Corp’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 		$1.31M Buy
89,292
+1,622
+2% +$23.6K 0.18% 71
2026
Q1 		$1.24M Buy
+87,670
New +$1.31M 0.2% 75
2021
Q4 		– Sell
-4
Closed – – 73
2021
Q3 		$0 Buy
+4
New +$97 ﹤0.01% 444

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

Consolidated Planning Corp's AES Position: Q2 2026 in Review

Consolidated Planning Corp increased its AES (AES) stake by 1.9% in Q2 2026, buying an estimated $23.6K and bringing the position to 89,292 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #71.

Consolidated Planning Corp first reported a position in AES in Q3 2021 and has held it in 3 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Consolidated Planning Corp held 89,292 shares of AES worth $1.31M as of Q2 2026.
  • Consolidated Planning Corp bought 1,622 AES shares in Q2 2026, an estimated $23.6K.
  • AES made up 0.18% of Consolidated Planning Corp's portfolio in Q2 2026, its #71 holding.
  • Consolidated Planning Corp first reported a position in AES in Q3 2021 and has held it in 3 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.