HWM
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HB Wealth Management’s AES AES Stock Holding History

HB Wealth Management’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 		$834K Buy
56,914
+17,130
+43% +$249K ﹤0.01% 823
2026
Q1 		$561K Buy
39,784
+2,641
+7% +$39.3K ﹤0.01% 924
2025
Q4 		$533K Buy
37,143
+2,482
+7% +$35K ﹤0.01% 881
2025
Q3 		$456K Buy
34,661
+6,017
+21% +$78.2K ﹤0.01% 901
2025
Q2 		$301K Buy
28,644
+10,356
+57% +$111K ﹤0.01% 937
2025
Q1 		$227K Buy
18,288
+2,997
+20% +$34.7K ﹤0.01% 1089
2024
Q4 		$197K Sell
15,291
-10,757
-41% -$161K ﹤0.01% 984
2024
Q3 		$523K Buy
26,048
+3,757
+17% +$66.5K 0.01% 571
2024
Q2 		$392K Buy
22,291
+4,038
+22% +$76.8K ﹤0.01% 617
2024
Q1 		$327K Buy
18,253
+2,744
+18% +$45.9K ﹤0.01% 632
2023
Q4 		$299K Buy
+15,509
New +$252K ﹤0.01% 615

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 $3.38T AUM 44.17% 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

HB Wealth Management's AES Position: Q2 2026 in Review

HB Wealth Management increased its AES (AES) stake by 43% in Q2 2026, buying an estimated $249K and bringing the position to 56,914 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

HB Wealth Management first reported a position in AES in Q4 2023 and has held it in 11 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • HB Wealth Management held 56,914 shares of AES worth $834K as of Q2 2026.
  • HB Wealth Management bought 17,130 AES shares in Q2 2026, an estimated $249K.
  • AES made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #823 holding.
  • HB Wealth Management first reported a position in AES in Q4 2023 and has held it in 11 quarters since.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.