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Gallagher Fiduciary Advisors’s AES AES Stock Holding History

Gallagher Fiduciary 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 		– Sell
-27,476
Closed -$387K – 357
2026
Q1 		$387K Sell
27,476
-6,634
-19% -$98.8K 0.02% 212
2025
Q4 		$489K Sell
34,110
-6
-0% -$85 0.02% 189
2025
Q3 		$449K Sell
34,116
-34,598
-50% -$449K 0.02% 184
2025
Q2 		$723K Buy
68,714
+4,862
+8% +$52K 0.03% 123
2025
Q1 		$793K Buy
63,852
+3,838
+6% +$44.4K 0.03% 108
2024
Q4 		$772K Buy
60,014
+22,105
+58% +$330K 0.15% 89
2024
Q3 		$760K Buy
+37,909
New +$671K 0.15% 74

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

Gallagher Fiduciary Advisors's AES Position: Q2 2026 in Review

Gallagher Fiduciary Advisors sold out of AES (AES) in Q2 2026, closing a stake of 27,476 shares — an estimated $387K sold.

Gallagher Fiduciary Advisors first reported a position in AES in Q3 2024 and held it in 7 quarters. The position peaked at $793K in Q1 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Gallagher Fiduciary Advisors reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 27,476 AES shares in Q2 2026, an estimated $387K.
  • Gallagher Fiduciary Advisors first reported a position in AES in Q3 2024 and held it in 7 quarters.
  • Gallagher Fiduciary Advisors's AES position peaked at $793K in Q1 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.