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Patrick Mauro Investment Advisor’s AES AES Stock Holding History

Patrick Mauro Investment Advisor’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 		$1.77M Sell
120,633
-62,306
-34% -$905K 0.89% 32
2026
Q1 		$2.58M Sell
182,939
-57,066
-24% -$850K 1.3% 26
2025
Q4 		$3.44M Buy
240,005
+662
+0.3% +$9.33K 1.8% 21
2025
Q3 		$3.15M Sell
239,343
-355,841
-60% -$4.62M 1.65% 23
2025
Q2 		$6.21M Buy
595,184
+66,439
+13% +$711K 3.52% 11
2025
Q1 		$6.57M Buy
528,745
+442,987
+517% +$5.13M 3.59% 9
2024
Q4 		$1.1M Buy
85,758
+351
+0.4% +$5.24K 0.63% 34
2024
Q3 		$1.71M Buy
85,407
+14,303
+20% +$253K 0.9% 32
2024
Q2 		$1.25M Sell
71,104
-22,425
-24% -$426K 0.73% 33
2024
Q1 		$1.68M Buy
93,529
+5,939
+7% +$99.2K 0.95% 30
2023
Q4 		$1.69M Sell
87,590
-5,883
-6% -$95.7K 1% 30
2023
Q3 		$1.42M Buy
93,473
+8,581
+10% +$163K 0.92% 31
2023
Q2 		$1.76M Buy
84,892
+10,128
+14% +$223K 1.08% 31
2023
Q1 		$1.8M Buy
74,764
+5,249
+8% +$133K 1.12% 30
2022
Q4 		$2M Sell
69,515
-11,465
-14% -$309K 1.29% 29
2022
Q3 		$1.83M Buy
+80,980
New +$1.92M 1.32% 31

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

Patrick Mauro Investment Advisor's AES Position: Q2 2026 in Review

Patrick Mauro Investment Advisor reduced its AES (AES) stake by 34% in Q2 2026, selling an estimated $905K and leaving 120,633 shares worth $1.77M. The position accounts for 0.89% of the portfolio, ranked #32.

Patrick Mauro Investment Advisor first reported a position in AES in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.57M in Q1 2025. 700 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Patrick Mauro Investment Advisor held 120,633 shares of AES worth $1.77M as of Q2 2026.
  • Patrick Mauro Investment Advisor sold 62,306 AES shares in Q2 2026, an estimated $905K.
  • AES made up 0.89% of Patrick Mauro Investment Advisor's portfolio in Q2 2026, its #32 holding.
  • Patrick Mauro Investment Advisor first reported a position in AES in Q3 2022 and has held it in 16 quarters since.
  • Patrick Mauro Investment Advisor's AES position peaked at $6.57M in Q1 2025.
  • 700 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Patrick Mauro Investment Advisor's 13F filing for Q2 2026, filed 10 Aug 2026.