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INVST’s AES AES Stock Holding History

INVST’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 		$727K Sell
49,572
-315
-0.6% -$4.58K 0.07% 214
2026
Q1 		$703K Buy
+49,887
New +$743K 0.08% 214

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

INVST's AES Position: Q2 2026 in Review

INVST reduced its AES (AES) stake by 0.63% in Q2 2026, selling an estimated $4.58K and leaving 49,572 shares worth $727K. The position accounts for 0.07% of the portfolio, ranked #214.

INVST first reported a position in AES in Q1 2026 and has held it in 2 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • INVST held 49,572 shares of AES worth $727K as of Q2 2026.
  • INVST sold 315 AES shares in Q2 2026, an estimated $4.58K.
  • AES made up 0.07% of INVST's portfolio in Q2 2026, its #214 holding.
  • INVST first reported a position in AES in Q1 2026 and has held it in 2 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.