Root Financial Partners’s AES AES Stock Holding History

Root Financial Partners’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	-2,822	Closed	-$39.8K	–	466
2026 Q1	$39.8K	Buy	2,822 +2,038	+260%	+$30.3K	﹤0.01%	981
2025 Q4	$11.2K	Buy	784 +73	+10%	+$1.03K	﹤0.01%	1452
2025 Q3	$9.36K	Buy	+711	New	+$9.23K	﹤0.01%	1478

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

Root Financial Partners's AES Position: Q2 2026 in Review

Root Financial Partners sold out of AES (AES) in Q2 2026, closing a stake of 2,822 shares — an estimated $39.8K sold.

Root Financial Partners first reported a position in AES in Q3 2025 and held it in 3 quarters. The position peaked at $39.8K in Q1 2026. 705 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Root Financial Partners reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,822 AES shares in Q2 2026, an estimated $39.8K.
Root Financial Partners first reported a position in AES in Q3 2025 and held it in 3 quarters.
Root Financial Partners's AES position peaked at $39.8K in Q1 2026.
705 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.