Sound Income Strategies’s AES AES Stock Holding History

Sound Income Strategies’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	-5,503	Closed	-$78.1K	–	523
2026 Q1	$78.1K	Buy	+5,503	New	+$81.9K	﹤0.01%	681
2025 Q1	–	Sell	-742	Closed	-$9.55K	–	1560
2024 Q4	$9.55K	Buy	+742	New	+$11.1K	﹤0.01%	853
2022 Q3	–	Sell	-59	Closed	-$1K	–	873
2022 Q2	$1K	Hold	59	–	–	﹤0.01%	770
2022 Q1	$2K	Buy	+59	New	+$1.33K	﹤0.01%	703
2019 Q2	–	Sell	-156	Closed	-$3K	–	658
2019 Q1	$3K	Hold	156	–	–	﹤0.01%	483
2018 Q4	$2K	Hold	156	–	–	﹤0.01%	518
2018 Q3	$2K	Hold	156	–	–	﹤0.01%	532
2018 Q2	$2K	Sell	156 -165	-51%	-$2.03K	﹤0.01%	491
2018 Q1	$4K	Buy	+321	New	+$3.49K	﹤0.01%	405

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

Sound Income Strategies's AES Position: Q2 2026 in Review

Sound Income Strategies sold out of AES (AES) in Q2 2026, closing a stake of 5,503 shares — an estimated $78.1K sold.

Sound Income Strategies first reported a position in AES in Q1 2018 and held it in 9 quarters. The position peaked at $78.1K in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Sound Income Strategies reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 5,503 AES shares in Q2 2026, an estimated $78.1K.
Sound Income Strategies first reported a position in AES in Q1 2018 and held it in 9 quarters.
Sound Income Strategies's AES position peaked at $78.1K in Q1 2026.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.