Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s AES AES Stock Holding History

Envestnet Portfolio Solutions’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 		$2.37M Buy
161,360
+12,247
+8% +$178K 0.01% 462
2026
Q1 		$2.1M Buy
149,113
+56,706
+61% +$844K 0.01% 445
2025
Q4 		$1.33M Buy
92,407
+75,972
+462% +$1.07M ﹤0.01% 666
2025
Q3 		$216K Sell
16,435
-823,375
-98% -$10.7M ﹤0.01% 1394
2025
Q2 		$8.83M Buy
839,810
+296,230
+54% +$3.17M 0.03% 250
2025
Q1 		$6.75M Buy
543,580
+522,696
+2,503% +$6.05M 0.03% 296
2024
Q4 		$269K Buy
20,884
+3,216
+18% +$48K ﹤0.01% 1555
2024
Q3 		$354K Sell
17,668
-1,615
-8% -$28.6K ﹤0.01% 1367
2024
Q2 		$339K Sell
19,283
-109,677
-85% -$2.09M ﹤0.01% 1314
2024
Q1 		$2.31M Sell
128,960
-17,157
-12% -$287K 0.01% 587
2023
Q4 		$2.81M Buy
146,117
+30,287
+26% +$493K 0.01% 502
2023
Q3 		$1.76M Buy
+115,830
New +$2.21M 0.01% 577

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

Envestnet Portfolio Solutions's AES Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its AES (AES) stake by 8.2% in Q2 2026, buying an estimated $178K and bringing the position to 161,360 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #462.

Envestnet Portfolio Solutions first reported a position in AES in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.83M in Q2 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Envestnet Portfolio Solutions held 161,360 shares of AES worth $2.37M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 12,247 AES shares in Q2 2026, an estimated $178K.
  • AES made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #462 holding.
  • Envestnet Portfolio Solutions first reported a position in AES in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's AES position peaked at $8.83M in Q2 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.