Lido Advisors’s AES AES Stock Holding History

Lido Advisors’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	$2.75M	Buy	187,314 +34,044	+22%	+$495K	0.01%	690
2026 Q1	$2.16M	Buy	+153,270	New	+$2.28M	0.01%	685
2023 Q2	–	Sell	-11,778	Closed	-$284K	–	1214
2023 Q1	$284K	Buy	11,778 +3,753	+47%	+$95.4K	﹤0.01%	881
2022 Q4	$231K	Buy	+8,025	New	+$216K	﹤0.01%	864
2022 Q3	–	Sell	-22,497	Closed	-$472K	–	936
2022 Q2	$472K	Sell	22,497 -18,367	-45%	-$401K	0.01%	564
2022 Q1	$1.05M	Buy	40,864 +1,673	+4%	+$37.8K	0.01%	386
2021 Q4	$952K	Sell	39,191 -4	-0%	-$97	0.01%	428
2021 Q3	$894K	Buy	39,195 +2,734	+7%	+$66.4K	0.01%	435
2021 Q2	$951K	Sell	36,461 -993	-3%	-$26.2K	0.01%	390
2021 Q1	$1M	Sell	37,454 -23,856	-39%	-$635K	0.02%	334
2020 Q4	$1.44M	Buy	+61,310	New	+$1.27M	0.03%	259

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lido Advisors's AES Position: Q2 2026 in Review

Lido Advisors increased its AES (AES) stake by 22% in Q2 2026, buying an estimated $495K and bringing the position to 187,314 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #690.

Lido Advisors first reported a position in AES in Q4 2020 and has held it in 11 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Lido Advisors held 187,314 shares of AES worth $2.75M as of Q2 2026.
Lido Advisors bought 34,044 AES shares in Q2 2026, an estimated $495K.
AES made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #690 holding.
Lido Advisors first reported a position in AES in Q4 2020 and has held it in 11 quarters since.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.