Heritage Wealth Advisors’s AES AES Stock Holding History

Heritage 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	$27.5K	Sell	1,875 -5,408	-74%	-$78.6K	﹤0.01%	404
2026 Q1	$103K	Buy	7,283 +5,408	+288%	+$80.5K	﹤0.01%	251
2025 Q4	$26.9K	Hold	1,875	–	–	﹤0.01%	378
2025 Q3	$24.7K	Hold	1,875	–	–	﹤0.01%	359
2025 Q2	$19.7K	Hold	1,875	–	–	﹤0.01%	375
2025 Q1	$23.3K	Sell	1,875 -154	-8%	-$1.78K	﹤0.01%	355
2024 Q4	$26.1K	Buy	2,029 +27	+1%	+$403	﹤0.01%	367
2024 Q3	$40.2K	Buy	2,002 +127	+7%	+$2.25K	﹤0.01%	346
2024 Q2	$32.9K	Hold	1,875	–	–	﹤0.01%	347
2024 Q1	$33.6K	Hold	1,875	–	–	﹤0.01%	362
2023 Q4	$36.1K	Hold	1,875	–	–	﹤0.01%	364
2023 Q3	$28.5K	Hold	1,875	–	–	﹤0.01%	353
2023 Q2	$38.9K	Hold	1,875	–	–	﹤0.01%	345
2023 Q1	$45.1K	Hold	1,875	–	–	﹤0.01%	333
2022 Q4	$53.9K	Hold	1,875	–	–	﹤0.01%	317
2022 Q3	$42.4K	Hold	1,875	–	–	﹤0.01%	312
2022 Q2	$39K	Hold	1,875	–	–	﹤0.01%	346
2022 Q1	$48K	Hold	1,875	–	–	﹤0.01%	318
2021 Q4	$46K	Hold	1,875	–	–	﹤0.01%	335
2021 Q3	$42.8K	Hold	1,875	–	–	﹤0.01%	331
2021 Q2	$48.9K	Hold	1,875	–	–	﹤0.01%	326
2021 Q1	$50.3K	Hold	1,875	–	–	﹤0.01%	333
2020 Q4	$44K	Hold	1,875	–	–	﹤0.01%	335
2020 Q3	$34K	Hold	1,875	–	–	﹤0.01%	305
2020 Q2	$27.2K	Buy	+1,875	New	+$24.6K	﹤0.01%	303

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its AES (AES) stake by 74% in Q2 2026, selling an estimated $78.6K and leaving 1,875 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Heritage Wealth Advisors first reported a position in AES in Q2 2020 and has held it in 25 quarters since. The position peaked at $103K in Q1 2026. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Heritage Wealth Advisors held 1,875 shares of AES worth $27.5K as of Q2 2026.
Heritage Wealth Advisors sold 5,408 AES shares in Q2 2026, an estimated $78.6K.
AES made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #404 holding.
Heritage Wealth Advisors first reported a position in AES in Q2 2020 and has held it in 25 quarters since.
Heritage Wealth Advisors's AES position peaked at $103K in Q1 2026.
704 funds tracked by Wall St. Rank held AES as of Q2 2026.

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