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Robertson Stephens Wealth Management’s AES AES Stock Holding History

Robertson Stephens 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 		– Sell
-12,016
Closed -$169K – 646
2026
Q1 		$169K Sell
12,016
-2,185
-15% -$32.5K ﹤0.01% 592
2025
Q4 		$204K Sell
14,201
-2,112
-13% -$29.8K 0.01% 602
2025
Q3 		$215K Sell
16,313
-7,658
-32% -$99.5K 0.01% 504
2025
Q2 		$252K Buy
+23,971
New +$257K 0.01% 486

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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's AES Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of AES (AES) in Q2 2026, closing a stake of 12,016 shares — an estimated $169K sold.

Robertson Stephens Wealth Management first reported a position in AES in Q2 2025 and held it in 4 quarters. The position peaked at $252K in Q2 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Robertson Stephens Wealth Management reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 12,016 AES shares in Q2 2026, an estimated $169K.
  • Robertson Stephens Wealth Management first reported a position in AES in Q2 2025 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's AES position peaked at $252K in Q2 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.