Seneca Financial Advisors’s AES AES Stock Holding History

Seneca Financial Advisors’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	$153K	Hold	10,420	–	–	0.04%	66
2026 Q1	$147K	Hold	10,420	–	–	0.04%	63
2025 Q4	$149K	Hold	10,420	–	–	0.05%	63
2025 Q3	$137K	Hold	10,420	–	–	0.04%	62
2025 Q2	$110K	Buy	10,420 +5	+0%	+$54	0.04%	60
2025 Q1	$129K	Buy	10,415 +15	+0.1%	+$174	0.06%	54
2024 Q4	$134K	Hold	10,400	–	–	0.07%	55
2024 Q3	$209K	Hold	10,400	–	–	0.1%	52
2024 Q2	$183K	Hold	10,400	–	–	0.09%	58
2024 Q1	$186K	Hold	10,400	–	–	0.1%	56
2023 Q4	$200K	Hold	10,400	–	–	0.12%	56
2023 Q3	$158K	Hold	10,400	–	–	0.11%	49
2023 Q2	$216K	Hold	10,400	–	–	0.14%	50
2023 Q1	$250K	Hold	10,400	–	–	0.16%	49
2022 Q4	$299K	Hold	10,400	–	–	0.19%	38
2022 Q3	$235K	Hold	10,400	–	–	0.17%	38
2022 Q2	$219K	Hold	10,400	–	–	0.15%	39
2022 Q1	$268K	Hold	10,400	–	–	0.16%	36
2021 Q4	$253K	Hold	10,400	–	–	0.15%	43
2021 Q3	$237K	Hold	10,400	–	–	0.16%	38
2021 Q2	$271K	Hold	10,400	–	–	0.18%	37
2021 Q1	$279K	Hold	10,400	–	–	0.2%	35
2020 Q4	$244K	Buy	+10,400	New	+$216K	0.19%	35

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

Seneca Financial Advisors's AES Position: Q2 2026 in Review

Seneca Financial Advisors held its AES (AES) position steady in Q2 2026 at 10,420 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #66.

Seneca Financial Advisors first reported a position in AES in Q4 2020 and has held it in 23 quarters since. The position peaked at $299K in Q4 2022. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Seneca Financial Advisors held 10,420 shares of AES worth $153K as of Q2 2026.
Seneca Financial Advisors left its AES share count unchanged in Q2 2026.
AES made up 0.04% of Seneca Financial Advisors's portfolio in Q2 2026, its #66 holding.
Seneca Financial Advisors first reported a position in AES in Q4 2020 and has held it in 23 quarters since.
Seneca Financial Advisors's AES position peaked at $299K in Q4 2022.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.