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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
Q2 		$147 Buy
+10
New +$145 ﹤0.01% 1009

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Planning Strategies's AES Position: Q2 2026 in Review

Planning Strategies opened a new position in AES (AES) in Q2 2026: 10 shares worth $147. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings.

663 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Planning Strategies held 10 shares of AES worth $147 as of Q2 2026.
  • AES was a new Planning Strategies position in Q2 2026.
  • AES made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1009 holding.
  • 663 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.