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Rialto Wealth Management’s AES AES Stock Holding History

Rialto Wealth 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 		$3.31K Buy
226
+105
+87% +$1.53K ﹤0.01% 919
2026
Q1 		$1.71K Buy
121
+12
+11% +$179 ﹤0.01% 921
2025
Q4 		$1.56K Buy
109
+9
+9% +$127 ﹤0.01% 841
2025
Q3 		$1.32K Buy
100
+43
+75% +$559 ﹤0.01% 821
2025
Q2 		$600 Buy
57
+19
+50% +$203 ﹤0.01% 1051
2025
Q1 		$472 Buy
+38
New +$440 ﹤0.01% 910

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

Rialto Wealth Management's AES Position: Q2 2026 in Review

Rialto Wealth Management increased its AES (AES) stake by 87% in Q2 2026, buying an estimated $1.53K and bringing the position to 226 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Rialto Wealth 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.

  • Rialto Wealth Management held 226 shares of AES worth $3.31K as of Q2 2026.
  • Rialto Wealth Management bought 105 AES shares in Q2 2026, an estimated $1.53K.
  • AES made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #919 holding.
  • Rialto Wealth 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 Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.