Sunrise Financial Services’s AES AES Stock Holding History

Sunrise Financial Services’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	-16	Closed	-$225	–	589
2026 Q1	$225	Buy	+16	New	+$238	﹤0.01%	588

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

Sunrise Financial Services's AES Position: Q2 2026 in Review

Sunrise Financial Services sold out of AES (AES) in Q2 2026, closing a stake of 16 shares — an estimated $225 sold.

Sunrise Financial Services first reported a position in AES in Q1 2026 and held it in 1 quarter. The position peaked at $225 in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Sunrise Financial Services reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Sunrise Financial Services sold 16 AES shares in Q2 2026, an estimated $225.
Sunrise Financial Services first reported a position in AES in Q1 2026 and held it in 1 quarter.
Sunrise Financial Services's AES position peaked at $225 in Q1 2026.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.