Crewe Advisors’s AES AES Stock Holding History

Crewe Advisors’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	$3.12K	Buy	+213	New	+$3.1K	﹤0.01%	954
2026 Q1	–	Sell	-219	Closed	-$3.14K	–	1039
2025 Q4	$3.14K	Buy	+219	New	+$3.09K	﹤0.01%	809
2024 Q3	–	Sell	-3,023	Closed	-$53.1K	–	723
2024 Q2	$53.1K	Buy	3,023 +1,958	+184%	+$37.2K	0.01%	359
2024 Q1	$19.1K	Buy	+1,065	New	+$17.8K	﹤0.01%	502
2023 Q4	–	Sell	-994	Closed	-$15.1K	–	416
2023 Q3	$15.1K	Buy	994 +3	+0.3%	+$57	﹤0.01%	215
2023 Q2	$20.5K	Buy	991 +416	+72%	+$9.16K	﹤0.01%	343
2023 Q1	$13.8K	Sell	575 -135	-19%	-$3.43K	﹤0.01%	494
2022 Q4	$20.4K	Sell	710 -352	-33%	-$9.49K	﹤0.01%	417
2022 Q3	$24K	Buy	1,062 +158	+17%	+$3.75K	﹤0.01%	427
2022 Q2	$19K	Buy	904 +329	+57%	+$7.18K	﹤0.01%	425
2022 Q1	$15K	Hold	575	–	–	﹤0.01%	319
2021 Q4	$14K	Buy	+575	New	+$14K	﹤0.01%	298

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Crewe Advisors's AES Position: Q2 2026 in Review

Crewe Advisors opened a new position in AES (AES) in Q2 2026: 213 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in AES as recently as Q4 2025.

Crewe Advisors first reported a position in AES in Q4 2021 and has held it in 12 quarters since. The position peaked at $53.1K in Q2 2024. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Crewe Advisors held 213 shares of AES worth $3.12K as of Q2 2026.
AES was a new Crewe Advisors position in Q2 2026.
AES made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #954 holding.
Crewe Advisors first reported a position in AES in Q4 2021 and has held it in 12 quarters since.
Crewe Advisors's AES position peaked at $53.1K in Q2 2024.
706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.