KF
AES icon

Krilogy Financial’s AES AES Stock Holding History

Krilogy Financial’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 		$203K Buy
+13,842
New +$201K 0.01% 967
2018
Q4 		– Sell
-2,671
Closed -$37K – 152
2018
Q3 		$37K Buy
+2,671
New +$36K 0.01% 351
2017
Q4 		– Sell
-2,658
Closed -$29K – 764
2017
Q3 		$29K Buy
2,658
+892
+51% +$9.95K 0.01% 422
2017
Q2 		$20K Sell
1,766
-52
-3% -$597 0.01% 435
2017
Q1 		$21K Hold
1,818
– – 0.01% 410
2016
Q4 		$21K Sell
1,818
-1,036
-36% -$12.2K 0.01% 410
2016
Q3 		$37K Hold
2,854
– – 0.01% 344
2016
Q2 		$36K Hold
2,854
– – 0.01% 352
2016
Q1 		$34K Buy
+2,854
New +$28.4K 0.01% 309

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

Krilogy Financial's AES Position: Q2 2026 in Review

Krilogy Financial opened a new position in AES (AES) in Q2 2026: 13,842 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in AES as recently as Q3 2018.

Krilogy Financial first reported a position in AES in Q1 2016 and has held it in 9 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Krilogy Financial held 13,842 shares of AES worth $203K as of Q2 2026.
  • AES was a new Krilogy Financial position in Q2 2026.
  • AES made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #967 holding.
  • Krilogy Financial first reported a position in AES in Q1 2016 and has held it in 9 quarters since.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.