MWM
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Modern Wealth Management’s AES AES Stock Holding History

Modern Wealth Management’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 		$162K Buy
+11,063
New +$161K ﹤0.01% 1054

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

Modern Wealth Management's AES Position: Q2 2026 in Review

Modern Wealth Management opened a new position in AES (AES) in Q2 2026: 11,063 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings.

702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Modern Wealth Management held 11,063 shares of AES worth $162K as of Q2 2026.
  • AES was a new Modern Wealth Management position in Q2 2026.
  • AES made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1054 holding.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

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