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Innovative Asset Advisors Group’s AES AES Stock Holding History

Innovative Asset Advisors Group’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
-2,000
Closed -$28.2K – 302
2026
Q1 		$28.2K Buy
+2,000
New +$29.8K 0.02% 432

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

Innovative Asset Advisors Group's AES Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of AES (AES) in Q2 2026, closing a stake of 2,000 shares — an estimated $28.2K sold.

Innovative Asset Advisors Group first reported a position in AES in Q1 2026 and held it in 1 quarter. The position peaked at $28.2K in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 2,000 AES shares in Q2 2026, an estimated $28.2K.
  • Innovative Asset Advisors Group first reported a position in AES in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's AES position peaked at $28.2K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.