ECA
AES icon

Elevated Capital Advisors’s AES AES Stock Holding History

Elevated Capital 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 		$30.7K Hold
2,094
– – 0.01% 381
2026
Q1 		$29.5K Sell
2,094
-4,269
-67% -$63.6K 0.01% 388
2025
Q4 		$91.2K Buy
+6,363
New +$89.7K 0.02% 301

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

Elevated Capital Advisors's AES Position: Q2 2026 in Review

Elevated Capital Advisors held its AES (AES) position steady in Q2 2026 at 2,094 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #381.

Elevated Capital Advisors first reported a position in AES in Q4 2025 and has held it in 3 quarters since. The position peaked at $91.2K in Q4 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Elevated Capital Advisors held 2,094 shares of AES worth $30.7K as of Q2 2026.
  • Elevated Capital Advisors left its AES share count unchanged in Q2 2026.
  • AES made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #381 holding.
  • Elevated Capital Advisors first reported a position in AES in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's AES position peaked at $91.2K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.