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Mark Sheptoff Financial Planning’s AES AES Stock Holding History

Mark Sheptoff Financial Planning’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 		$5.86K Hold
400
– – ﹤0.01% 435
2026
Q1 		$5.75K Buy
+400
New +$5.96K ﹤0.01% 422
2025
Q3 		– Sell
-2,300
Closed -$24.2K – 486
2025
Q2 		$24.2K Hold
2,300
– – 0.01% 253
2025
Q1 		$28.6K Buy
+2,300
New +$26.6K 0.02% 212

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

Mark Sheptoff Financial Planning's AES Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its AES (AES) position steady in Q2 2026 at 400 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Mark Sheptoff Financial Planning first reported a position in AES in Q1 2025 and has held it in 4 quarters since. The position peaked at $28.6K in Q1 2025. 705 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Mark Sheptoff Financial Planning held 400 shares of AES worth $5.86K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #435 holding.
  • Mark Sheptoff Financial Planning first reported a position in AES in Q1 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's AES position peaked at $28.6K in Q1 2025.
  • 705 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.