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Costello Asset Management’s AES AES Stock Holding History

Costello Asset 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 		$12.5K Hold
850
– – ﹤0.01% 468
2026
Q1 		$12K Hold
850
– – ﹤0.01% 457
2025
Q4 		$12.2K Hold
850
– – ﹤0.01% 438
2025
Q3 		$11.2K Buy
850
+42
+5% +$546 ﹤0.01% 457
2025
Q2 		$8.5K Buy
+808
New +$8.65K ﹤0.01% 496

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

Costello Asset Management's AES Position: Q2 2026 in Review

Costello Asset Management held its AES (AES) position steady in Q2 2026 at 850 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Costello Asset Management first reported a position in AES in Q2 2025 and has held it in 5 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Costello Asset Management held 850 shares of AES worth $12.5K as of Q2 2026.
  • Costello Asset Management left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #468 holding.
  • Costello Asset Management first reported a position in AES in Q2 2025 and has held it in 5 quarters since.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.