Private Wealth Asset Management’s AES AES Stock Holding History

Private Wealth Asset Management’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	$44.8K	Hold	3,056	–	–	﹤0.01%	447
2026 Q1	$43.1K	Hold	3,056	–	–	﹤0.01%	452
2025 Q4	$43.8K	Hold	3,056	–	–	﹤0.01%	446
2025 Q3	$40.2K	Hold	3,056	–	–	﹤0.01%	432
2025 Q2	$32.1K	Sell	3,056 -62	-2%	-$664	﹤0.01%	464
2025 Q1	$38.7K	Buy	+3,118	New	+$36.1K	0.01%	419

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Asset Management's AES Position: Q2 2026 in Review

Private Wealth Asset Management held its AES (AES) position steady in Q2 2026 at 3,056 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Private Wealth Asset Management first reported a position in AES in Q1 2025 and has held it in 6 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Private Wealth Asset Management held 3,056 shares of AES worth $44.8K as of Q2 2026.
Private Wealth Asset Management left its AES share count unchanged in Q2 2026.
AES made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #447 holding.
Private Wealth Asset Management first reported a position in AES in Q1 2025 and has held it in 6 quarters since.
704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.