Medallion Wealth Advisors’s AES AES Stock Holding History

Medallion Wealth 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	$10.3K	Hold	700	–	–	﹤0.01%	738
2026 Q1	$9.86K	Hold	700	–	–	﹤0.01%	765
2025 Q4	$10K	Hold	700	–	–	﹤0.01%	748
2025 Q3	$9.21K	Hold	700	–	–	﹤0.01%	759
2025 Q2	$7.54K	Hold	700	–	–	﹤0.01%	773
2025 Q1	$8.66K	Hold	700	–	–	﹤0.01%	707
2024 Q4	$9.01K	Buy	+700	New	+$10.5K	﹤0.01%	680

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

Medallion Wealth Advisors's AES Position: Q2 2026 in Review

Medallion Wealth Advisors held its AES (AES) position steady in Q2 2026 at 700 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Medallion Wealth Advisors first reported a position in AES in Q4 2024 and has held it in 7 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Medallion Wealth Advisors held 700 shares of AES worth $10.3K as of Q2 2026.
Medallion Wealth Advisors left its AES share count unchanged in Q2 2026.
AES made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #738 holding.
Medallion Wealth Advisors first reported a position in AES in Q4 2024 and has held it in 7 quarters since.
706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.