IMA Advisory Services’s AES AES Stock Holding History

IMA Advisory Services’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	$10K	Buy	685 +668	+3,929%	+$9.71K	﹤0.01%	743
2026 Q1	$239	Buy	+17	New	+$253	﹤0.01%	947
2025 Q3	–	Sell	-113,585	Closed	-$1.19M	–	550
2025 Q2	$1.19M	Sell	113,585 -9,158	-7%	-$98K	0.13%	109
2025 Q1	$1.52M	Sell	122,743 -1,462	-1%	-$16.9K	0.18%	93
2024 Q4	$1.6M	Sell	124,205 -5,161	-4%	-$77.1K	0.19%	96
2024 Q3	$2.6M	Sell	129,366 -462	-0.4%	-$8.17K	0.56%	49
2024 Q2	$2.28M	Sell	129,828 -1,426	-1%	-$27.1K	1.01%	32
2024 Q1	$2.35M	Buy	131,254 +9,108	+7%	+$152K	1.11%	29
2023 Q4	$2.35M	Sell	122,146 -9,624	-7%	-$157K	1.18%	32
2023 Q3	$2M	Sell	131,770 -1,743	-1%	-$33.2K	0.52%	60
2023 Q2	$2.77M	Buy	133,513 +10,830	+9%	+$238K	0.71%	49
2023 Q1	$2.95M	Sell	122,683 -296	-0.2%	-$7.52K	0.76%	38
2022 Q4	$3.54M	Sell	122,979 -2,366	-2%	-$63.8K	0.94%	22
2022 Q3	$2.83M	Sell	125,345 -20,378	-14%	-$483K	0.76%	39
2022 Q2	$3.06M	Buy	145,723 +35	+0%	+$764	0.75%	36
2022 Q1	$3.75M	Buy	145,688 +10,815	+8%	+$244K	0.86%	29
2021 Q4	$3.28M	Sell	134,873 -5,888	-4%	-$143K	0.72%	42
2021 Q3	$3.21M	Sell	140,761 -1,309	-0.9%	-$31.8K	0.76%	40
2021 Q2	$3.7M	Sell	142,070 -2,728	-2%	-$72K	0.87%	34
2021 Q1	$3.88M	Buy	144,798 +6,704	+5%	+$178K	0.95%	31
2020 Q4	$3.25M	Buy	138,094 +13,533	+11%	+$281K	0.91%	34
2020 Q3	$2.26M	Buy	124,561 +2,309	+2%	+$38.6K	0.76%	44
2020 Q2	$1.77M	Buy	+122,252	New	+$1.61M	0.64%	57

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

IMA Advisory Services's AES Position: Q2 2026 in Review

IMA Advisory Services increased its AES (AES) stake by 3,929% in Q2 2026, buying an estimated $9.71K and bringing the position to 685 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

IMA Advisory Services first reported a position in AES in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.88M in Q1 2021. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

IMA Advisory Services held 685 shares of AES worth $10K as of Q2 2026.
IMA Advisory Services bought 668 AES shares in Q2 2026, an estimated $9.71K.
AES made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #743 holding.
IMA Advisory Services first reported a position in AES in Q2 2020 and has held it in 23 quarters since.
IMA Advisory Services's AES position peaked at $3.88M in Q1 2021.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.