NA
AES icon

NewEdge Advisors’s AES AES Stock Holding History

NewEdge 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 		$4.37M Sell
298,202
-54,556
-15% -$793K 0.01% 829
2026
Q1 		$4.97M Sell
352,758
-11,010
-3% -$164K 0.02% 692
2025
Q4 		$5.22M Sell
363,768
-23,444
-6% -$330K 0.02% 639
2025
Q3 		$5.1M Buy
387,212
+90,418
+30% +$1.17M 0.02% 618
2025
Q2 		$3.12M Buy
296,794
+58,969
+25% +$631K 0.02% 746
2025
Q1 		$2.95M Buy
237,825
+84,831
+55% +$981K 0.02% 694
2024
Q4 		$1.97M Sell
152,994
-4,925
-3% -$73.6K 0.01% 834
2024
Q3 		$3.17M Sell
157,919
-24,925
-14% -$441K 0.02% 617
2024
Q2 		$3.21M Buy
182,844
+66,010
+56% +$1.26M 0.02% 581
2024
Q1 		$1.83M Buy
116,834
+91,615
+363% +$1.53M 0.02% 732
2023
Q4 		$426K Buy
25,219
+14,399
+133% +$234K ﹤0.01% 1365
2023
Q3 		$164K Sell
10,820
-2,661
-20% -$50.7K ﹤0.01% 1689
2023
Q2 		$279K Sell
13,481
-13,121
-49% -$289K ﹤0.01% 1481
2023
Q1 		$641K Buy
26,602
+4,569
+21% +$116K 0.01% 1002
2022
Q4 		$377K Buy
+22,033
New +$594K 0.01% 903
2020
Q1 		– Sell
-81,169
Closed -$1.61M – 793
2019
Q4 		$1.61M Buy
81,169
+13,781
+20% +$247K 0.06% 279
2019
Q3 		$1.1M Buy
+67,388
New +$1.09M 0.05% 326

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NewEdge Advisors's AES Position: Q2 2026 in Review

NewEdge Advisors reduced its AES (AES) stake by 15% in Q2 2026, selling an estimated $793K and leaving 298,202 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #829.

NewEdge Advisors first reported a position in AES in Q3 2019 and has held it in 17 quarters since. The position peaked at $5.22M in Q4 2025. 545 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • NewEdge Advisors held 298,202 shares of AES worth $4.37M as of Q2 2026.
  • NewEdge Advisors sold 54,556 AES shares in Q2 2026, an estimated $793K.
  • AES made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #829 holding.
  • NewEdge Advisors first reported a position in AES in Q3 2019 and has held it in 17 quarters since.
  • NewEdge Advisors's AES position peaked at $5.22M in Q4 2025.
  • 545 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.