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Millstone Evans Group’s AES AES Stock Holding History

Millstone Evans 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 		$1.6K Hold
109
– – ﹤0.01% 789
2026
Q1 		$1.54K Sell
109
-113
-51% -$1.68K ﹤0.01% 772
2025
Q4 		$3.18K Hold
222
– – ﹤0.01% 706
2025
Q3 		$2.92K Hold
222
– – ﹤0.01% 700
2025
Q2 		$2.33K Hold
222
– – ﹤0.01% 665
2025
Q1 		$2.76K Hold
222
– – ﹤0.01% 670
2024
Q4 		$2.86K Buy
+222
New +$3.32K ﹤0.01% 621

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

Millstone Evans Group's AES Position: Q2 2026 in Review

Millstone Evans Group held its AES (AES) position steady in Q2 2026 at 109 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Millstone Evans Group first reported a position in AES in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.18K in Q4 2025. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Millstone Evans Group held 109 shares of AES worth $1.6K as of Q2 2026.
  • Millstone Evans Group left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #789 holding.
  • Millstone Evans Group first reported a position in AES in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's AES position peaked at $3.18K in Q4 2025.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.