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Cornerstone Financial Management’s AES AES Stock Holding History

Cornerstone Financial Management’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 		$1.3K Sell
89
-36
-29% -$523 ﹤0.01% 984
2026
Q1 		$1.76K Hold
125
– – ﹤0.01% 775
2025
Q4 		$1.79K Buy
+125
New +$1.76K ﹤0.01% 724

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's AES Position: Q2 2026 in Review

Cornerstone Financial Management reduced its AES (AES) stake by 29% in Q2 2026, selling an estimated $523 and leaving 89 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Cornerstone Financial Management first reported a position in AES in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79K in Q4 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Cornerstone Financial Management held 89 shares of AES worth $1.3K as of Q2 2026.
  • Cornerstone Financial Management sold 36 AES shares in Q2 2026, an estimated $523.
  • AES made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #984 holding.
  • Cornerstone Financial Management first reported a position in AES in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's AES position peaked at $1.79K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.