Jones Financial Companies
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Jones Financial Companies’s AES AES Stock Holding History

Jones Financial Companies’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 		$985K Sell
67,121
-4,315
-6% -$62.7K ﹤0.01% 1905
2026
Q1 		$1M Sell
71,436
-18,156
-20% -$270K ﹤0.01% 1713
2025
Q4 		$1.28M Sell
89,592
-2,220
-2% -$31.3K ﹤0.01% 1135
2025
Q3 		$1.22M Buy
91,812
+14,735
+19% +$191K ﹤0.01% 1059
2025
Q2 		$826K Buy
77,077
+22,670
+42% +$243K ﹤0.01% 1082
2025
Q1 		$675K Buy
54,407
+39,283
+260% +$454K ﹤0.01% 1014
2024
Q4 		$195K Buy
15,124
+6,860
+83% +$102K ﹤0.01% 1367
2024
Q3 		$166K Buy
8,264
+5,876
+246% +$104K ﹤0.01% 1200
2024
Q2 		$42K Buy
2,388
+1,578
+195% +$30K ﹤0.01% 1307
2024
Q1 		$14.5K Buy
+810
New +$13.5K ﹤0.01% 982
2013
Q4 		– Sell
-3,998
Closed -$53K – 227
2013
Q3 		$53K Buy
+3,998
New +$51.3K ﹤0.01% 289

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

Jones Financial Companies's AES Position: Q2 2026 in Review

Jones Financial Companies reduced its AES (AES) stake by 6% in Q2 2026, selling an estimated $62.7K and leaving 67,121 shares worth $985K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Jones Financial Companies first reported a position in AES in Q3 2013 and has held it in 11 quarters since. The position peaked at $1.28M in Q4 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Jones Financial Companies held 67,121 shares of AES worth $985K as of Q2 2026.
  • Jones Financial Companies sold 4,315 AES shares in Q2 2026, an estimated $62.7K.
  • AES made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1905 holding.
  • Jones Financial Companies first reported a position in AES in Q3 2013 and has held it in 11 quarters since.
  • Jones Financial Companies's AES position peaked at $1.28M in Q4 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.