NWM
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Navigoe Wealth Management’s AES AES Stock Holding History

Navigoe 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 		$0 Buy
+13
New +$189 ﹤0.01% 421
2025
Q3 		– Sell
-135
Closed -$1K – 254
2025
Q2 		$1K Hold
135
– – ﹤0.01% 152
2025
Q1 		$1K Hold
135
– – ﹤0.01% 148
2024
Q4 		$1K Buy
+135
New +$2.02K ﹤0.01% 148

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 $3.38T AUM 44.17% 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

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

Navigoe Wealth Management opened a new position in AES (AES) in Q2 2026: 13 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in AES as recently as Q2 2025.

Navigoe Wealth Management first reported a position in AES in Q4 2024 and has held it in 4 quarters since. The position peaked at $1K in Q2 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Navigoe Wealth Management held 13 shares of AES worth $0 as of Q2 2026.
  • AES was a new Navigoe Wealth Management position in Q2 2026.
  • AES made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #421 holding.
  • Navigoe Wealth Management first reported a position in AES in Q4 2024 and has held it in 4 quarters since.
  • Navigoe Wealth Management's AES position peaked at $1K in Q2 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.