Planning Strategies’s AES AES Stock Holding History

Planning Strategies’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 Q3	$1.15K	Buy	77 +67	+670%	+$990	﹤0.01%	763
2026 Q2	$147	Buy	+10	New	+$145	﹤0.01%	1009

Other funds holding AES

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Planning Strategies's AES Position: Q3 2026 in Review

Planning Strategies increased its AES (AES) stake by 670% in Q3 2026, buying an estimated $990 and bringing the position to 77 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Planning Strategies first reported a position in AES in Q2 2026 and has held it in 2 quarters since. 533 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Planning Strategies held 77 shares of AES worth $1.15K as of Q3 2026.
Planning Strategies bought 67 AES shares in Q3 2026, an estimated $990.
AES made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #763 holding.
Planning Strategies first reported a position in AES in Q2 2026 and has held it in 2 quarters since.
533 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.