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FSM Wealth Advisors’s AES AES Stock Holding History

FSM 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 		$152K Sell
10,383
-1,347
-11% -$19.6K 0.02% 347
2026
Q1 		$165K Sell
11,730
-9,549
-45% -$142K 0.02% 312
2025
Q4 		$305K Buy
21,279
+3,192
+18% +$45K 0.04% 236
2025
Q3 		$238K Buy
18,087
+5,152
+40% +$66.9K 0.03% 278
2025
Q2 		$149K Buy
+12,935
New +$138K 0.02% 285

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

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

FSM Wealth Advisors reduced its AES (AES) stake by 11% in Q2 2026, selling an estimated $19.6K and leaving 10,383 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #347.

FSM Wealth Advisors first reported a position in AES in Q2 2025 and has held it in 5 quarters since. The position peaked at $305K in Q4 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • FSM Wealth Advisors held 10,383 shares of AES worth $152K as of Q2 2026.
  • FSM Wealth Advisors sold 1,347 AES shares in Q2 2026, an estimated $19.6K.
  • AES made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #347 holding.
  • FSM Wealth Advisors first reported a position in AES in Q2 2025 and has held it in 5 quarters since.
  • FSM Wealth Advisors's AES position peaked at $305K in Q4 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.