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Cornerstone Planning Group’s AES AES Stock Holding History

Cornerstone Planning Group’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 		$669 Buy
45
+8
+22% +$116 ﹤0.01% 1609
2026
Q1 		$532 Buy
37
+4
+12% +$60 ﹤0.01% 1629
2025
Q4 		$501 Buy
33
+9
+38% +$127 ﹤0.01% 1512
2025
Q3 		$1.65K Sell
24
-73
-75% -$948 ﹤0.01% 1204
2025
Q2 		$1.24K Buy
+97
New +$1.04K ﹤0.01% 1062
2025
Q1 		– Sell
-66
Closed -$755 – 1558
2024
Q4 		$755 Sell
66
-33
-33% -$493 ﹤0.01% 1027
2024
Q3 		$1.64K Hold
99
– – ﹤0.01% 823
2024
Q2 		$1.61K Hold
99
– – ﹤0.01% 832
2024
Q1 		$1.85K Buy
99
+91
+1,138% +$1.52K ﹤0.01% 676
2023
Q4 		$154 Hold
8
– – ﹤0.01% 877
2023
Q3 		$122 Buy
+8
New +$152 ﹤0.01% 1075

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

Cornerstone Planning Group's AES Position: Q2 2026 in Review

Cornerstone Planning Group increased its AES (AES) stake by 22% in Q2 2026, buying an estimated $116 and bringing the position to 45 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Cornerstone Planning Group first reported a position in AES in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.85K in Q1 2024. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Cornerstone Planning Group held 45 shares of AES worth $669 as of Q2 2026.
  • Cornerstone Planning Group bought 8 AES shares in Q2 2026, an estimated $116.
  • AES made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1609 holding.
  • Cornerstone Planning Group first reported a position in AES in Q3 2023 and has held it in 11 quarters since.
  • Cornerstone Planning Group's AES position peaked at $1.85K in Q1 2024.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.