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Fortress Private Ledger’s AES AES Stock Holding History

Fortress Private Ledger’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
-10,781
Closed -$152K – 281
2026
Q1 		$152K Hold
10,781
– – 0.05% 243
2025
Q4 		$155K Sell
10,781
-2,187
-17% -$30.8K 0.05% 216
2025
Q3 		$171K Hold
12,968
– – 0.06% 199
2025
Q2 		$136K Hold
12,968
– – 0.06% 183
2025
Q1 		$161K Hold
12,968
– – 0.09% 168
2024
Q4 		$167K Buy
+12,968
New +$194K 0.1% 141

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

Fortress Private Ledger's AES Position: Q2 2026 in Review

Fortress Private Ledger sold out of AES (AES) in Q2 2026, closing a stake of 10,781 shares — an estimated $152K sold.

Fortress Private Ledger first reported a position in AES in Q4 2024 and held it in 6 quarters. The position peaked at $171K in Q3 2025. 705 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Fortress Private Ledger reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Fortress Private Ledger sold 10,781 AES shares in Q2 2026, an estimated $152K.
  • Fortress Private Ledger first reported a position in AES in Q4 2024 and held it in 6 quarters.
  • Fortress Private Ledger's AES position peaked at $171K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.