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Kestra Advisory Services’s AES AES Stock Holding History

Kestra Advisory Services’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 		$217K Sell
14,780
-16,139
-52% -$235K ﹤0.01% 3053
2026
Q1 		$436K Buy
30,919
+12,243
+66% +$182K ﹤0.01% 2326
2025
Q4 		$268K Sell
18,676
-3,633
-16% -$51.2K ﹤0.01% 2636
2025
Q3 		$294K Buy
22,309
+1,531
+7% +$19.9K ﹤0.01% 2461
2025
Q2 		$219K Buy
20,778
+4,387
+27% +$47K ﹤0.01% 2598
2025
Q1 		$204K Sell
16,391
-1,636
-9% -$18.9K ﹤0.01% 2466
2024
Q4 		$232K Buy
18,027
+795
+5% +$11.9K ﹤0.01% 2399
2024
Q3 		$346K Sell
17,232
-962
-5% -$17K ﹤0.01% 2009
2024
Q2 		$320K Sell
18,194
-4,469
-20% -$85K ﹤0.01% 2074
2024
Q1 		$406K Sell
22,663
-1,290
-5% -$21.6K ﹤0.01% 1798
2023
Q4 		$461K Buy
23,953
+5,271
+28% +$85.7K ﹤0.01% 1577
2023
Q3 		$284K Buy
18,682
+5,259
+39% +$100K ﹤0.01% 1692
2023
Q2 		$278K Sell
13,423
-3,264
-20% -$71.9K ﹤0.01% 1674
2023
Q1 		$402K Sell
16,687
-11,337
-40% -$288K ﹤0.01% 1390
2022
Q4 		$806K Buy
28,024
+6,122
+28% +$165K 0.01% 1158
2022
Q3 		$495K Buy
21,902
+3,770
+21% +$89.4K 0.01% 1321
2022
Q2 		$381K Buy
18,132
+1,929
+12% +$42.1K ﹤0.01% 1478
2022
Q1 		$417K Buy
16,203
+185
+1% +$4.18K ﹤0.01% 1394
2021
Q4 		$389K Sell
16,018
-5,008
-24% -$122K ﹤0.01% 1453
2021
Q3 		$480K Buy
21,026
+503
+2% +$12.2K ﹤0.01% 1405
2021
Q2 		$535K Buy
20,523
+43
+0.2% +$1.14K 0.01% 1250
2021
Q1 		$549K Sell
20,480
-3,336
-14% -$88.7K 0.01% 1141
2020
Q4 		$543K Buy
+23,816
New +$495K 0.01% 1167

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

Kestra Advisory Services's AES Position: Q2 2026 in Review

Kestra Advisory Services reduced its AES (AES) stake by 52% in Q2 2026, selling an estimated $235K and leaving 14,780 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

Kestra Advisory Services first reported a position in AES in Q4 2020 and has held it in 23 quarters since. The position peaked at $806K in Q4 2022. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Kestra Advisory Services held 14,780 shares of AES worth $217K as of Q2 2026.
  • Kestra Advisory Services sold 16,139 AES shares in Q2 2026, an estimated $235K.
  • AES made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3053 holding.
  • Kestra Advisory Services first reported a position in AES in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's AES position peaked at $806K in Q4 2022.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.