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Mirabella Financial Services’s AES AES Stock Holding History

Mirabella Financial Services’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 		– Sell
-273,124
Closed -$3.85M – 688
2026
Q1 		$3.85M Buy
273,124
+220,927
+423% +$3.29M 0.36% 26
2025
Q4 		$749K Buy
+52,197
New +$736K 0.07% 152
2024
Q3 		– Sell
-43,517
Closed -$765K – 160
2024
Q2 		$765K Buy
+43,517
New +$827K 0.06% 194
2023
Q4 		– Sell
-32,700
Closed -$497K – 420
2023
Q3 		$497K Buy
+32,700
New +$623K 0.07% 220
2021
Q2 		– Sell
-12,163
Closed -$327K – 288
2021
Q1 		$327K Buy
+12,163
New +$324K 0.1% 157

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

Mirabella Financial Services's AES Position: Q2 2026 in Review

Mirabella Financial Services sold out of AES (AES) in Q2 2026, closing a stake of 273,124 shares — an estimated $3.85M sold.

Mirabella Financial Services first reported a position in AES in Q1 2021 and held it in 5 quarters. The position peaked at $3.85M in Q1 2026. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Mirabella Financial Services reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 273,124 AES shares in Q2 2026, an estimated $3.85M.
  • Mirabella Financial Services first reported a position in AES in Q1 2021 and held it in 5 quarters.
  • Mirabella Financial Services's AES position peaked at $3.85M in Q1 2026.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.