Focus Partners Wealth
AES icon

Focus Partners Wealth’s AES AES Stock Holding History

Focus Partners Wealth’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 		$16.3M Buy
1,109,941
+76,398
+7% +$1.11M 0.02% 562
2026
Q1 		$14.6M Buy
1,033,543
+81,875
+9% +$1.22M 0.02% 595
2025
Q4 		$13.6M Buy
951,668
+131,919
+16% +$1.86M 0.02% 598
2025
Q3 		$11.1M Buy
819,749
+780,544
+1,991% +$10.1M 0.02% 537
2025
Q2 		$412K Buy
39,205
+6,454
+20% +$69.1K ﹤0.01% 1536
2025
Q1 		$407K Sell
32,751
-78,591
-71% -$909K ﹤0.01% 1432
2024
Q4 		$1.43M Sell
111,342
-669
-0.6% -$9.99K ﹤0.01% 955
2024
Q3 		$2.25M Buy
112,011
+82,645
+281% +$1.46M 0.01% 748
2024
Q2 		$516K Buy
29,366
+186
+0.6% +$3.54K ﹤0.01% 946
2024
Q1 		$523K Buy
29,180
+672
+2% +$11.2K ﹤0.01% 720
2023
Q4 		$549K Buy
+28,508
New +$464K 0.01% 560

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

Focus Partners Wealth's AES Position: Q2 2026 in Review

Focus Partners Wealth increased its AES (AES) stake by 7.4% in Q2 2026, buying an estimated $1.11M and bringing the position to 1,109,941 shares worth $16.3M. The position accounts for 0.02% of the portfolio, ranked #562.

Focus Partners Wealth first reported a position in AES in Q4 2023 and has held it in 11 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Focus Partners Wealth held 1,109,941 shares of AES worth $16.3M as of Q2 2026.
  • Focus Partners Wealth bought 76,398 AES shares in Q2 2026, an estimated $1.11M.
  • AES made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #562 holding.
  • Focus Partners Wealth first reported a position in AES in Q4 2023 and has held it in 11 quarters since.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.