SHP Wealth Management’s AES AES Stock Holding History

SHP 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	$6.92K	Buy	472 +70	+17%	+$1.02K	﹤0.01%	1079
2026 Q1	$5.67K	Buy	402 +169	+73%	+$2.52K	﹤0.01%	1038
2025 Q4	$3.34K	Buy	+233	New	+$3.28K	﹤0.01%	1049

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its AES (AES) stake by 17% in Q2 2026, buying an estimated $1.02K and bringing the position to 472 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

SHP Wealth Management first reported a position in AES in Q4 2025 and has held it in 3 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

SHP Wealth Management held 472 shares of AES worth $6.92K as of Q2 2026.
SHP Wealth Management bought 70 AES shares in Q2 2026, an estimated $1.02K.
AES made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1079 holding.
SHP Wealth Management first reported a position in AES in Q4 2025 and has held it in 3 quarters since.
706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.