Intentional Wealth Strategies’s AES AES Stock Holding History

Intentional Wealth Strategies’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	-28	Closed	-$395	–	87
2026 Q1	$395	Buy	+28	New	+$417	﹤0.01%	879

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Intentional Wealth Strategies's AES Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of AES (AES) in Q2 2026, closing a stake of 28 shares — an estimated $395 sold.

Intentional Wealth Strategies first reported a position in AES in Q1 2026 and held it in 1 quarter. The position peaked at $395 in Q1 2026. 663 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Intentional Wealth Strategies reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 28 AES shares in Q2 2026, an estimated $395.
Intentional Wealth Strategies first reported a position in AES in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's AES position peaked at $395 in Q1 2026.
663 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.