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Greenleaf Trust’s AES AES Stock Holding History

Greenleaf Trust’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 		$202K Buy
13,748
+218
+2% +$3.17K ﹤0.01% 842
2026
Q1 		$191K Sell
13,530
-467
-3% -$6.95K ﹤0.01% 784
2025
Q4 		$201K Buy
13,997
+3,166
+29% +$44.6K ﹤0.01% 800
2025
Q3 		$143K Buy
+10,831
New +$141K ﹤0.01% 793
2025
Q2 		– Sell
-17,652
Closed -$219K – 798
2025
Q1 		$219K Buy
17,652
+5,112
+41% +$59.1K ﹤0.01% 741
2024
Q4 		$161K Sell
12,540
-6,214
-33% -$92.8K ﹤0.01% 791
2024
Q3 		$376K Sell
18,754
-924
-5% -$16.3K ﹤0.01% 584
2024
Q2 		$346K Buy
19,678
+4,295
+28% +$81.7K ﹤0.01% 575
2024
Q1 		$276K Sell
15,383
-1,645
-10% -$27.5K ﹤0.01% 631
2023
Q4 		$328K Buy
17,028
+139
+0.8% +$2.26K ﹤0.01% 572
2023
Q3 		$257K Buy
16,889
+392
+2% +$7.47K ﹤0.01% 630
2023
Q2 		$342K Buy
16,497
+365
+2% +$8.04K ﹤0.01% 555
2023
Q1 		$388K Sell
16,132
-2,402
-13% -$61K ﹤0.01% 522
2022
Q4 		$533K Buy
18,534
+3,450
+23% +$93K 0.01% 429
2022
Q3 		$341K Sell
15,084
-579
-4% -$13.7K 0.01% 494
2022
Q2 		$329K Buy
15,663
+2,086
+15% +$45.5K 0.01% 521
2022
Q1 		$349K Buy
13,577
+351
+3% +$7.93K ﹤0.01% 538
2021
Q4 		$321K Buy
13,226
+986
+8% +$24K ﹤0.01% 581
2021
Q3 		$279K Sell
12,240
-187
-2% -$4.54K ﹤0.01% 601
2021
Q2 		$324K Buy
12,427
+127
+1% +$3.35K ﹤0.01% 542
2021
Q1 		$330K Buy
12,300
+1,765
+17% +$46.9K ﹤0.01% 506
2020
Q4 		$248K Buy
10,535
+261
+3% +$5.42K ﹤0.01% 523
2020
Q3 		$186K Buy
+10,274
New +$172K ﹤0.01% 530
2017
Q4 		– Sell
-10,500
Closed -$116K – 684
2017
Q3 		$116K Buy
+10,500
New +$117K ﹤0.01% 400

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

Greenleaf Trust's AES Position: Q2 2026 in Review

Greenleaf Trust increased its AES (AES) stake by 1.6% in Q2 2026, buying an estimated $3.17K and bringing the position to 13,748 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Greenleaf Trust first reported a position in AES in Q3 2017 and has held it in 24 quarters since. The position peaked at $533K in Q4 2022. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Greenleaf Trust held 13,748 shares of AES worth $202K as of Q2 2026.
  • Greenleaf Trust bought 218 AES shares in Q2 2026, an estimated $3.17K.
  • AES made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #842 holding.
  • Greenleaf Trust first reported a position in AES in Q3 2017 and has held it in 24 quarters since.
  • Greenleaf Trust's AES position peaked at $533K in Q4 2022.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.