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Integrated Wealth Concepts’s AES AES Stock Holding History

Integrated Wealth Concepts’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 		$947K Buy
64,594
+54,370
+532% +$790K 0.01% 1239
2026
Q1 		$144K Sell
10,224
-36,998
-78% -$551K ﹤0.01% 2148
2025
Q4 		$677K Sell
47,222
-4,267
-8% -$60.1K 0.01% 949
2025
Q3 		$678K Buy
51,489
+40,328
+361% +$524K 0.01% 1187
2025
Q2 		$117K Buy
+11,161
New +$119K ﹤0.01% 1819

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

Integrated Wealth Concepts's AES Position: Q2 2026 in Review

Integrated Wealth Concepts increased its AES (AES) stake by 532% in Q2 2026, buying an estimated $790K and bringing the position to 64,594 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #1239.

Integrated Wealth Concepts first reported a position in AES in Q2 2025 and has held it in 5 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Integrated Wealth Concepts held 64,594 shares of AES worth $947K as of Q2 2026.
  • Integrated Wealth Concepts bought 54,370 AES shares in Q2 2026, an estimated $790K.
  • AES made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1239 holding.
  • Integrated Wealth Concepts first reported a position in AES in Q2 2025 and has held it in 5 quarters since.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.