Corient Private Wealth
AES icon

Corient Private Wealth’s AES AES Stock Holding History

Corient Private Wealth’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 		$1.41M Sell
96,435
-22,573
-19% -$328K ﹤0.01% 1594
2026
Q1 		$1.67M Sell
119,008
-93,015
-44% -$1.38M ﹤0.01% 1358
2025
Q4 		$2.89M Buy
212,023
+118,357
+126% +$1.67M ﹤0.01% 1331
2025
Q3 		$1.23M Sell
93,666
-7,135
-7% -$92.7K ﹤0.01% 1326
2025
Q2 		$1.06M Sell
100,801
-6,189
-6% -$66.3K ﹤0.01% 1338
2025
Q1 		$1.33M Sell
106,990
-18,056
-14% -$209K ﹤0.01% 1156
2024
Q4 		$1.61M Sell
125,046
-42,821
-26% -$640K ﹤0.01% 1083
2024
Q3 		$3.37M Sell
167,867
-4,084
-2% -$72.2K 0.01% 881
2024
Q2 		$3.02M Buy
171,951
+10,602
+7% +$202K 0.01% 867
2024
Q1 		$2.89M Buy
161,349
+40,459
+33% +$676K 0.01% 864
2023
Q4 		$2.33M Buy
120,890
+60,685
+101% +$987K ﹤0.01% 934
2023
Q3 		$915K Sell
60,205
-8,083
-12% -$154K ﹤0.01% 1226
2023
Q2 		$1.41M Buy
68,288
+9,802
+17% +$216K ﹤0.01% 1028
2023
Q1 		$1.41M Buy
58,486
+5,020
+9% +$128K ﹤0.01% 962
2022
Q4 		$1.54M Buy
+53,466
New +$1.44M 0.01% 787

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

Corient Private Wealth's AES Position: Q2 2026 in Review

Corient Private Wealth reduced its AES (AES) stake by 19% in Q2 2026, selling an estimated $328K and leaving 96,435 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Corient Private Wealth first reported a position in AES in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.37M in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Corient Private Wealth held 96,435 shares of AES worth $1.41M as of Q2 2026.
  • Corient Private Wealth sold 22,573 AES shares in Q2 2026, an estimated $328K.
  • AES made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1594 holding.
  • Corient Private Wealth first reported a position in AES in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's AES position peaked at $3.37M in Q3 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.