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Synergy Investment Management’s AES AES Stock Holding History

Synergy Investment Management’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 		$1.73K Sell
118
-86
-42% -$1.25K ﹤0.01% 915
2026
Q1 		$2.87K Buy
+204
New +$3.04K ﹤0.01% 657
2025
Q2 		– Sell
-118
Closed -$1.47K – 90
2025
Q1 		$1.47K Hold
118
– – ﹤0.01% 559
2024
Q4 		$1.52K Buy
+118
New +$1.76K ﹤0.01% 583

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

Synergy Investment Management's AES Position: Q2 2026 in Review

Synergy Investment Management reduced its AES (AES) stake by 42% in Q2 2026, selling an estimated $1.25K and leaving 118 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Synergy Investment Management first reported a position in AES in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.87K in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Synergy Investment Management held 118 shares of AES worth $1.73K as of Q2 2026.
  • Synergy Investment Management sold 86 AES shares in Q2 2026, an estimated $1.25K.
  • AES made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #915 holding.
  • Synergy Investment Management first reported a position in AES in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's AES position peaked at $2.87K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.