EWM
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Elevatus Welath Management’s AES AES Stock Holding History

Elevatus Welath 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 		– Sell
-12,704
Closed -$179K – 244
2026
Q1 		$179K Sell
12,704
-160,220
-93% -$2.39M 0.09% 137
2025
Q4 		$2.48M Buy
172,924
+153,937
+811% +$2.17M 0.68% 45
2025
Q3 		$250K Buy
18,987
+6,523
+52% +$84.7K 0.07% 112
2025
Q2 		$131K Buy
+12,464
New +$133K 0.04% 112

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

Elevatus Welath Management's AES Position: Q2 2026 in Review

Elevatus Welath Management sold out of AES (AES) in Q2 2026, closing a stake of 12,704 shares — an estimated $179K sold.

Elevatus Welath Management first reported a position in AES in Q2 2025 and held it in 4 quarters. The position peaked at $2.48M in Q4 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Elevatus Welath Management reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Elevatus Welath Management sold 12,704 AES shares in Q2 2026, an estimated $179K.
  • Elevatus Welath Management first reported a position in AES in Q2 2025 and held it in 4 quarters.
  • Elevatus Welath Management's AES position peaked at $2.48M in Q4 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.