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Mutual Advisors’s AES AES Stock Holding History

Mutual 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 		$1.13M Buy
77,221
+3,979
+5% +$57.8K 0.02% 601
2026
Q1 		$1.03M Buy
73,242
+248
+0.3% +$3.69K 0.02% 592
2025
Q4 		$1.05M Buy
72,994
+667
+0.9% +$9.4K 0.02% 560
2025
Q3 		$1.03M Sell
72,327
-657
-0.9% -$8.53K 0.02% 562
2025
Q2 		$1.01M Sell
72,984
-13,496
-16% -$144K 0.03% 513
2025
Q1 		$869K Buy
86,480
+12,313
+17% +$142K 0.02% 500
2024
Q4 		$890K Buy
74,167
+4,723
+7% +$70.5K 0.03% 516
2024
Q3 		$1.18M Sell
69,444
-1,424
-2% -$25.2K 0.03% 433
2024
Q2 		$1.25M Buy
70,868
+14,118
+25% +$268K 0.04% 414
2024
Q1 		$1.02M Buy
56,750
+8,348
+17% +$140K 0.03% 465
2023
Q4 		$932K Buy
48,402
+337
+0.7% +$5.48K 0.03% 473
2023
Q3 		$731K Buy
48,065
+3,288
+7% +$62.6K 0.03% 506
2023
Q2 		$928K Buy
44,777
+7,917
+21% +$174K 0.04% 458
2023
Q1 		$888K Sell
36,860
-587
-2% -$14.9K 0.04% 455
2022
Q4 		$1.08M Sell
37,447
-473
-1% -$12.7K 0.05% 394
2022
Q3 		$857K Buy
37,920
+5,366
+16% +$127K 0.04% 409
2022
Q2 		$684K Buy
32,554
+4,093
+14% +$89.3K 0.05% 444
2022
Q1 		$732K Sell
28,461
-2,067
-7% -$46.7K 0.04% 467
2021
Q4 		$742K Buy
30,528
+7,863
+35% +$191K 0.04% 478
2021
Q3 		$517K Buy
22,665
+1,847
+9% +$44.9K 0.03% 530
2021
Q2 		$543K Buy
20,818
+1,259
+6% +$33.2K 0.03% 502
2021
Q1 		$524K Sell
19,559
-350
-2% -$9.31K 0.04% 474
2020
Q4 		$468K Buy
19,909
+855
+4% +$17.8K 0.03% 475
2020
Q3 		$345K Buy
+19,054
New +$318K 0.03% 505

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

Mutual Advisors's AES Position: Q2 2026 in Review

Mutual Advisors increased its AES (AES) stake by 5.4% in Q2 2026, buying an estimated $57.8K and bringing the position to 77,221 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #601.

Mutual Advisors first reported a position in AES in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.25M in Q2 2024. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Mutual Advisors held 77,221 shares of AES worth $1.13M as of Q2 2026.
  • Mutual Advisors bought 3,979 AES shares in Q2 2026, an estimated $57.8K.
  • AES made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #601 holding.
  • Mutual Advisors first reported a position in AES in Q3 2020 and has held it in 24 quarters since.
  • Mutual Advisors's AES position peaked at $1.25M in Q2 2024.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

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