KFP
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Kerr Financial Planning’s AES AES Stock Holding History

Kerr Financial Planning’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 		$7.13K Sell
487
-244
-33% -$3.54K 0.01% 407
2026
Q1 		$10.6K Sell
731
-244
-25% -$3.63K 0.01% 361
2025
Q4 		$15.2K Buy
975
+500
+105% +$7.05K 0.02% 313
2025
Q3 		$6.71K Buy
+475
New +$6.17K 0.01% 396

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

Kerr Financial Planning's AES Position: Q2 2026 in Review

Kerr Financial Planning reduced its AES (AES) stake by 33% in Q2 2026, selling an estimated $3.54K and leaving 487 shares worth $7.13K. The position accounts for 0.01% of the portfolio, ranked #407.

Kerr Financial Planning first reported a position in AES in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.2K in Q4 2025. 700 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Kerr Financial Planning held 487 shares of AES worth $7.13K as of Q2 2026.
  • Kerr Financial Planning sold 244 AES shares in Q2 2026, an estimated $3.54K.
  • AES made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #407 holding.
  • Kerr Financial Planning first reported a position in AES in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's AES position peaked at $15.2K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.