JRPIM
AES icon

Journey Retirement Planning & Investment Management’s AES AES Stock Holding History

Journey Retirement Planning & Investment 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 		– Sell
-14,853
Closed -$209K – 156
2026
Q1 		$209K Sell
14,853
-19,863
-57% -$296K 0.18% 129
2025
Q4 		$498K Buy
+34,716
New +$489K 0.1% 148

Other funds holding AES

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Journey Retirement Planning & Investment Management's AES Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management sold out of AES (AES) in Q2 2026, closing a stake of 14,853 shares — an estimated $209K sold.

Journey Retirement Planning & Investment Management first reported a position in AES in Q4 2025 and held it in 2 quarters. The position peaked at $498K in Q4 2025. 268 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Journey Retirement Planning & Investment Management reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 14,853 AES shares in Q2 2026, an estimated $209K.
  • Journey Retirement Planning & Investment Management first reported a position in AES in Q4 2025 and held it in 2 quarters.
  • Journey Retirement Planning & Investment Management's AES position peaked at $498K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.