EHWM
AES icon

Eads & Heald Wealth Management’s AES AES Stock Holding History

Eads & Heald 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 		$155K Buy
+10,575
New +$154K 0.08% 148
2018
Q4 		– Sell
-13,180
Closed -$185K – 125
2018
Q3 		$185K Sell
13,180
-845
-6% -$11.4K 0.11% 126
2018
Q2 		$188K Buy
14,025
+1,270
+10% +$15.6K 0.12% 125
2018
Q1 		$145K Buy
+12,755
New +$139K 0.09% 122

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

Eads & Heald Wealth Management's AES Position: Q2 2026 in Review

Eads & Heald Wealth Management opened a new position in AES (AES) in Q2 2026: 10,575 shares worth $155K. The stake represents 0.08% of the portfolio and ranks #148 among its holdings. This is a return to the name: Eads & Heald Wealth Management previously reported a position in AES as recently as Q3 2018.

Eads & Heald Wealth Management first reported a position in AES in Q1 2018 and has held it in 4 quarters since. The position peaked at $188K in Q2 2018. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Eads & Heald Wealth Management held 10,575 shares of AES worth $155K as of Q2 2026.
  • AES was a new Eads & Heald Wealth Management position in Q2 2026.
  • AES made up 0.08% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Eads & Heald Wealth Management first reported a position in AES in Q1 2018 and has held it in 4 quarters since.
  • Eads & Heald Wealth Management's AES position peaked at $188K in Q2 2018.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.