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Strategic Wealth Partners’s AES AES Stock Holding History

Strategic Wealth 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 		$9.51K Hold
649
– – ﹤0.01% 933
2026
Q1 		$9.14K Hold
649
– – ﹤0.01% 913
2025
Q4 		$9.31K Hold
649
– – ﹤0.01% 910
2025
Q3 		$8.54K Hold
649
– – ﹤0.01% 922
2025
Q2 		$6.83K Buy
+649
New +$6.95K ﹤0.01% 855
2022
Q1 		– Sell
-164,768
Closed -$4M – 254
2021
Q4 		$4M Buy
+164,768
New +$4M 0.76% 36

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

Strategic Wealth Partners's AES Position: Q2 2026 in Review

Strategic Wealth Partners held its AES (AES) position steady in Q2 2026 at 649 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Strategic Wealth Partners first reported a position in AES in Q4 2021 and has held it in 6 quarters since. The position peaked at $4M in Q4 2021. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Strategic Wealth Partners held 649 shares of AES worth $9.51K as of Q2 2026.
  • Strategic Wealth Partners left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #933 holding.
  • Strategic Wealth Partners first reported a position in AES in Q4 2021 and has held it in 6 quarters since.
  • Strategic Wealth Partners's AES position peaked at $4M in Q4 2021.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.