PWPS
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Pinnacle Wealth Planning Services’s AES AES Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.1K Hold
1,233
– – ﹤0.01% 1828
2026
Q1 		$17.4K Buy
1,233
+136
+12% +$2.02K ﹤0.01% 1767
2025
Q4 		$15.7K Buy
+1,097
New +$15.5K ﹤0.01% 1827
2021
Q1 		– Sell
-1,240
Closed -$29K – 375
2020
Q4 		$29K Buy
+1,240
New +$25.8K 0.01% 1006

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

Pinnacle Wealth Planning Services's AES Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its AES (AES) position steady in Q2 2026 at 1,233 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Pinnacle Wealth Planning Services first reported a position in AES in Q4 2020 and has held it in 4 quarters since. The position peaked at $29K in Q4 2020. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,233 shares of AES worth $18.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1828 holding.
  • Pinnacle Wealth Planning Services first reported a position in AES in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's AES position peaked at $29K in Q4 2020.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.