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Kestra Private Wealth Services’s AES AES Stock Holding History

Kestra Private Wealth 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 		$336K Sell
22,940
-2,770
-11% -$40.2K ﹤0.01% 1454
2026
Q1 		$362K Buy
25,710
+775
+3% +$11.5K ﹤0.01% 1366
2025
Q4 		$358K Buy
24,935
+3,393
+16% +$47.8K ﹤0.01% 1338
2025
Q3 		$283K Sell
21,542
-1,966
-8% -$25.5K ﹤0.01% 1399
2025
Q2 		$247K Sell
23,508
-2,782
-11% -$29.8K ﹤0.01% 1399
2025
Q1 		$327K Buy
26,290
+1,011
+4% +$11.7K 0.01% 1161
2024
Q4 		$325K Sell
25,279
-46
-0.2% -$687 0.01% 1103
2024
Q3 		$508K Sell
25,325
-246
-1% -$4.35K 0.01% 868
2024
Q2 		$449K Sell
25,571
-3,616
-12% -$68.8K 0.01% 879
2024
Q1 		$523K Buy
+29,187
New +$488K 0.01% 779

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 Private Wealth Services's AES Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its AES (AES) stake by 11% in Q2 2026, selling an estimated $40.2K and leaving 22,940 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Kestra Private Wealth Services first reported a position in AES in Q1 2024 and has held it in 10 quarters since. The position peaked at $523K in Q1 2024. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Kestra Private Wealth Services held 22,940 shares of AES worth $336K as of Q2 2026.
  • Kestra Private Wealth Services sold 2,770 AES shares in Q2 2026, an estimated $40.2K.
  • AES made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1454 holding.
  • Kestra Private Wealth Services first reported a position in AES in Q1 2024 and has held it in 10 quarters since.
  • Kestra Private Wealth Services's AES position peaked at $523K in Q1 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

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