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Mather Group’s AES AES Stock Holding History

Mather 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 		$414K Sell
28,248
-5,642
-17% -$82K ﹤0.01% 588
2026
Q1 		$478K Buy
33,890
+18,777
+124% +$280K ﹤0.01% 497
2025
Q4 		$217K Buy
15,113
+4,722
+45% +$66.6K ﹤0.01% 609
2025
Q3 		$137K Buy
+10,391
New +$135K ﹤0.01% 707
2025
Q2 		– Sell
-9,041
Closed -$112K – 631
2025
Q1 		$112K Buy
9,041
+7,157
+380% +$82.8K ﹤0.01% 722
2024
Q4 		$24.2K Sell
1,884
-3,197
-63% -$47.7K ﹤0.01% 1040
2024
Q3 		$102K Sell
5,081
-920
-15% -$16.3K ﹤0.01% 732
2024
Q2 		$108K Buy
6,001
+1,864
+45% +$35.4K ﹤0.01% 789
2024
Q1 		$79.6K Buy
+4,137
New +$69.1K ﹤0.01% 765

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

Mather Group's AES Position: Q2 2026 in Review

Mather Group reduced its AES (AES) stake by 17% in Q2 2026, selling an estimated $82K and leaving 28,248 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Mather Group first reported a position in AES in Q1 2024 and has held it in 9 quarters since. The position peaked at $478K in Q1 2026. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Mather Group held 28,248 shares of AES worth $414K as of Q2 2026.
  • Mather Group sold 5,642 AES shares in Q2 2026, an estimated $82K.
  • AES made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #588 holding.
  • Mather Group first reported a position in AES in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's AES position peaked at $478K in Q1 2026.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.