Essential Partners’s AES AES Stock Holding History

Essential Partners’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	$95K	Buy	6,480 +6,401	+8,103%	+$93K	0.04%	434
2026 Q1	$1.11K	Buy	79 +47	+147%	+$700	﹤0.01%	2206
2025 Q4	$459	Hold	32	–	–	﹤0.01%	2244
2025 Q3	$421	Buy	+32	New	+$416	﹤0.01%	2252

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essential Partners's AES Position: Q2 2026 in Review

Essential Partners increased its AES (AES) stake by 8,103% in Q2 2026, buying an estimated $93K and bringing the position to 6,480 shares worth $95K. The position accounts for 0.04% of the portfolio, ranked #434.

Essential Partners first reported a position in AES in Q3 2025 and has held it in 4 quarters since. 703 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Essential Partners held 6,480 shares of AES worth $95K as of Q2 2026.
Essential Partners bought 6,401 AES shares in Q2 2026, an estimated $93K.
AES made up 0.04% of Essential Partners's portfolio in Q2 2026, its #434 holding.
Essential Partners first reported a position in AES in Q3 2025 and has held it in 4 quarters since.
703 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.