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Diversify Wealth Management’s AES AES Stock Holding History

Diversify Wealth 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 		$166K Sell
11,218
-42,773
-79% -$622K ﹤0.01% 1204
2026
Q1 		$780K Buy
53,991
+14,939
+38% +$222K 0.01% 675
2025
Q4 		$546K Sell
39,052
-2,971
-7% -$41.9K 0.03% 422
2025
Q3 		$572K Sell
42,023
-7,601
-15% -$98.7K 0.03% 353
2025
Q2 		$641K Buy
49,624
+655
+1% +$7.01K 0.04% 333
2025
Q1 		$508K Sell
48,969
-5,082
-9% -$58.8K 0.04% 359
2024
Q4 		$650K Buy
54,051
+14,562
+37% +$217K 0.05% 299
2024
Q3 		$674K Sell
39,489
-3,078
-7% -$54.4K 0.07% 252
2024
Q2 		$693K Buy
+42,567
New +$809K 0.09% 213

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

Diversify Wealth Management's AES Position: Q2 2026 in Review

Diversify Wealth Management reduced its AES (AES) stake by 79% in Q2 2026, selling an estimated $622K and leaving 11,218 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Diversify Wealth Management first reported a position in AES in Q2 2024 and has held it in 9 quarters since. The position peaked at $780K in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Diversify Wealth Management held 11,218 shares of AES worth $166K as of Q2 2026.
  • Diversify Wealth Management sold 42,773 AES shares in Q2 2026, an estimated $622K.
  • AES made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1204 holding.
  • Diversify Wealth Management first reported a position in AES in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's AES position peaked at $780K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.