JWM
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Jeppson Wealth Management’s AES AES Stock Holding History

Jeppson Wealth Management’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 		$167K Hold
11,421
– – 0.05% 237
2026
Q1 		$161K Hold
11,421
– – 0.05% 229
2025
Q4 		$164K Hold
11,421
– – 0.05% 219
2025
Q3 		$150K Buy
+11,421
New +$148K 0.05% 217
2020
Q4 		– Sell
-1,220
Closed -$22K – 143
2020
Q3 		$22K Buy
+1,220
New +$20.4K 0.02% 322

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

Jeppson Wealth Management's AES Position: Q2 2026 in Review

Jeppson Wealth Management held its AES (AES) position steady in Q2 2026 at 11,421 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #237.

Jeppson Wealth Management first reported a position in AES in Q3 2020 and has held it in 5 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Jeppson Wealth Management held 11,421 shares of AES worth $167K as of Q2 2026.
  • Jeppson Wealth Management left its AES share count unchanged in Q2 2026.
  • AES made up 0.05% of Jeppson Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Jeppson Wealth Management first reported a position in AES in Q3 2020 and has held it in 5 quarters since.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.