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Summit Securities Group’s AES AES Stock Holding History

Summit Securities Group’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 		$1.12M Buy
76,565
+7,048
+10% +$102K 0.11% 107
2026
Q1 		$979K Buy
69,517
+1,396
+2% +$20.8K 0.12% 93
2025
Q4 		$977K Buy
68,121
+8,193
+14% +$115K 0.13% 134
2025
Q3 		$789K Buy
59,928
+36,549
+156% +$475K 0.16% 125
2025
Q2 		$246K Buy
23,379
+479
+2% +$5.13K 0.05% 236
2025
Q1 		$284K Buy
+22,900
New +$265K 0.04% 150
2023
Q3 		– Sell
-874
Closed -$18K – 536
2023
Q2 		$18K Sell
874
-436
-33% -$9.6K ﹤0.01% 656
2023
Q1 		$32K Sell
1,310
-9,796
-88% -$249K ﹤0.01% 526
2022
Q4 		$319K Buy
11,106
+9,456
+573% +$255K 0.01% 344
2022
Q3 		$37K Buy
1,650
+253
+18% +$6K ﹤0.01% 649
2022
Q2 		$29K Buy
1,397
+1,124
+412% +$24.5K ﹤0.01% 679
2022
Q1 		$7K Buy
+273
New +$6.17K ﹤0.01% 895
2015
Q3 		– Sell
-1,800
Closed -$24K – 351
2015
Q2 		$24K Buy
+1,800
New +$24.2K 0.01% 289

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

Summit Securities Group's AES Position: Q2 2026 in Review

Summit Securities Group increased its AES (AES) stake by 10% in Q2 2026, buying an estimated $102K and bringing the position to 76,565 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #107.

Summit Securities Group first reported a position in AES in Q2 2015 and has held it in 13 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Summit Securities Group held 76,565 shares of AES worth $1.12M as of Q2 2026.
  • Summit Securities Group bought 7,048 AES shares in Q2 2026, an estimated $102K.
  • AES made up 0.11% of Summit Securities Group's portfolio in Q2 2026, its #107 holding.
  • Summit Securities Group first reported a position in AES in Q2 2015 and has held it in 13 quarters since.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.