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Sequoia Financial Advisors’s AES AES Stock Holding History

Sequoia 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 		$837K Buy
57,105
+31,755
+125% +$461K ﹤0.01% 1033
2026
Q1 		$357K Buy
25,350
+7,030
+38% +$105K ﹤0.01% 1462
2025
Q4 		$263K Buy
18,320
+6,842
+60% +$96.4K ﹤0.01% 1642
2025
Q3 		$151K Buy
+11,478
New +$149K ﹤0.01% 1658
2025
Q2 		– Sell
-10,298
Closed -$128K – 1589
2025
Q1 		$128K Sell
10,298
-910
-8% -$10.5K ﹤0.01% 1311
2024
Q4 		$144K Sell
11,208
-1,342
-11% -$20K ﹤0.01% 1256
2024
Q3 		$252K Sell
12,550
-71
-0.6% -$1.26K ﹤0.01% 1054
2024
Q2 		$222K Buy
12,621
+1,051
+9% +$20K ﹤0.01% 1047
2024
Q1 		$207K Sell
11,570
-5,149
-31% -$86K ﹤0.01% 1051
2023
Q4 		$322K Buy
+16,719
New +$272K ﹤0.01% 897

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

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

Sequoia Financial Advisors increased its AES (AES) stake by 125% in Q2 2026, buying an estimated $461K and bringing the position to 57,105 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Sequoia Financial Advisors first reported a position in AES in Q4 2023 and has held it in 10 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Sequoia Financial Advisors held 57,105 shares of AES worth $837K as of Q2 2026.
  • Sequoia Financial Advisors bought 31,755 AES shares in Q2 2026, an estimated $461K.
  • AES made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1033 holding.
  • Sequoia Financial Advisors first reported a position in AES in Q4 2023 and has held it in 10 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.