EWA
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EverSource Wealth Advisors’s AES AES Stock Holding History

EverSource Wealth 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 		$102K Buy
6,978
+1,682
+32% +$24.4K ﹤0.01% 1368
2026
Q1 		$74.6K Buy
5,296
+2,006
+61% +$29.9K ﹤0.01% 1612
2025
Q4 		$47.2K Buy
3,290
+149
+5% +$2.1K ﹤0.01% 1785
2025
Q3 		$41.3K Sell
3,141
-1,609
-34% -$20.9K ﹤0.01% 1843
2025
Q2 		$50K Sell
4,750
-610
-11% -$6.53K ﹤0.01% 1619
2025
Q1 		$66.6K Sell
5,360
-935
-15% -$10.8K ﹤0.01% 1092
2024
Q4 		$81K Buy
6,295
+3,080
+96% +$46K ﹤0.01% 978
2024
Q3 		$64.5K Buy
3,215
+71
+2% +$1.26K ﹤0.01% 961
2024
Q2 		$55.9K Buy
3,144
+111
+4% +$2.11K ﹤0.01% 1037
2024
Q1 		$54.3K Sell
3,033
-1,956
-39% -$32.7K ﹤0.01% 949
2023
Q4 		$96K Buy
4,989
+1,439
+41% +$23.4K 0.01% 653
2023
Q3 		$54K Buy
3,550
+1,300
+58% +$24.8K 0.01% 778
2023
Q2 		$46.7K Buy
2,250
+116
+5% +$2.55K 0.01% 864
2023
Q1 		$51.4K Buy
2,134
+104
+5% +$2.64K 0.01% 787
2022
Q4 		$58.4K Buy
2,030
+1,087
+115% +$29.3K 0.01% 703
2022
Q3 		$21K Buy
943
+803
+574% +$19K ﹤0.01% 880
2022
Q2 		$3K Buy
140
+38
+37% +$829 ﹤0.01% 1372
2022
Q1 		$2K Buy
102
+57
+127% +$1.29K ﹤0.01% 1486
2021
Q4 		$1K Buy
+45
New +$1.09K ﹤0.01% 1670

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's AES Position: Q2 2026 in Review

EverSource Wealth Advisors increased its AES (AES) stake by 32% in Q2 2026, buying an estimated $24.4K and bringing the position to 6,978 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

EverSource Wealth Advisors first reported a position in AES in Q4 2021 and has held it in 19 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • EverSource Wealth Advisors held 6,978 shares of AES worth $102K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,682 AES shares in Q2 2026, an estimated $24.4K.
  • AES made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1368 holding.
  • EverSource Wealth Advisors first reported a position in AES in Q4 2021 and has held it in 19 quarters since.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.