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Larson Financial Group’s AES AES Stock Holding History

Larson Financial Group’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 		$45.6K Buy
3,112
+795
+34% +$11.6K ﹤0.01% 1562
2026
Q1 		$32.6K Sell
2,317
-199
-8% -$2.96K ﹤0.01% 1585
2025
Q4 		$36.1K Buy
2,516
+2,009
+396% +$28.3K ﹤0.01% 1412
2025
Q3 		$6.67K Buy
507
+384
+312% +$4.99K ﹤0.01% 2238
2025
Q2 		$1.29K Sell
123
-5
-4% -$54 ﹤0.01% 2560
2025
Q1 		$1.59K Buy
128
+6
+5% +$69 ﹤0.01% 2236
2024
Q4 		$1.57K Sell
122
-33
-21% -$493 ﹤0.01% 1932
2024
Q3 		$3.11K Sell
155
-262
-63% -$4.63K ﹤0.01% 1767
2024
Q2 		$7.33K Buy
417
+406
+3,691% +$7.72K ﹤0.01% 1348
2024
Q1 		$197 Hold
11
– – ﹤0.01% 1638
2023
Q4 		$212 Buy
11
+3
+38% +$49 ﹤0.01% 1651
2023
Q3 		$122 Buy
+8
New +$152 ﹤0.01% 1651
2022
Q3 		– Sell
-129
Closed -$3K – 1286
2022
Q2 		$3K Buy
+129
New +$2.81K ﹤0.01% 935
2021
Q2 		– Sell
-22
Closed -$1K – 819
2021
Q1 		$1K Hold
22
– – ﹤0.01% 739
2020
Q4 		$1K Hold
22
– – ﹤0.01% 667
2020
Q3 		$0 Hold
22
– – ﹤0.01% 715
2020
Q2 		$0 Hold
22
– – ﹤0.01% 679
2020
Q1 		$0 Hold
22
– – ﹤0.01% 533
2019
Q4 		$0 Hold
22
– – ﹤0.01% 568
2019
Q3 		$0 Hold
22
– – ﹤0.01% 541
2019
Q2 		$0 Buy
+22
New +$373 ﹤0.01% 490

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

Larson Financial Group's AES Position: Q2 2026 in Review

Larson Financial Group increased its AES (AES) stake by 34% in Q2 2026, buying an estimated $11.6K and bringing the position to 3,112 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Larson Financial Group first reported a position in AES in Q2 2019 and has held it in 21 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Larson Financial Group held 3,112 shares of AES worth $45.6K as of Q2 2026.
  • Larson Financial Group bought 795 AES shares in Q2 2026, an estimated $11.6K.
  • AES made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1562 holding.
  • Larson Financial Group first reported a position in AES in Q2 2019 and has held it in 21 quarters since.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.