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	$108K	Buy	+7,400	New	+$108K	0.01%	369

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

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.