RS
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Retirement Solution’s AES AES Stock Holding History

Retirement Solution’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 		$2.68M Buy
+182,925
New +$2.66M 0.52% 13
2026
Q1 		– Sell
-182,925
Closed -$2.62M – 58
2025
Q4 		$2.62M Hold
182,925
– – 0.58% 12
2025
Q3 		$2.41M Hold
182,925
– – 0.57% 11
2025
Q2 		$1.92M Buy
182,925
+75,521
+70% +$808K 0.49% 11
2025
Q1 		$1.33M Hold
107,404
– – 0.38% 13
2024
Q4 		$1.38M Buy
+107,404
New +$1.6M 0.36% 18

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

Retirement Solution's AES Position: Q2 2026 in Review

Retirement Solution opened a new position in AES (AES) in Q2 2026: 182,925 shares worth $2.68M. The stake represents 0.52% of the portfolio and ranks #13 among its holdings. This is a return to the name: Retirement Solution previously reported a position in AES as recently as Q4 2025.

Retirement Solution first reported a position in AES in Q4 2024 and has held it in 6 quarters since. 705 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Retirement Solution held 182,925 shares of AES worth $2.68M as of Q2 2026.
  • AES was a new Retirement Solution position in Q2 2026.
  • AES made up 0.52% of Retirement Solution's portfolio in Q2 2026, its #13 holding.
  • Retirement Solution first reported a position in AES in Q4 2024 and has held it in 6 quarters since.
  • 705 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.