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TFC Financial Management’s AES AES Stock Holding History

TFC Financial 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 		$264 Hold
18
– – ﹤0.01% 814
2026
Q1 		$254 Hold
18
– – ﹤0.01% 773
2025
Q4 		$259 Sell
18
-177
-91% -$2.5K ﹤0.01% 750
2025
Q3 		$2.57K Buy
195
+177
+983% +$2.3K ﹤0.01% 530
2025
Q2 		$190 Buy
+18
New +$193 ﹤0.01% 782
2024
Q3 		– Sell
-46
Closed -$809 – 1007
2024
Q2 		$809 Buy
+46
New +$875 ﹤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

TFC Financial Management's AES Position: Q2 2026 in Review

TFC Financial Management held its AES (AES) position steady in Q2 2026 at 18 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #814.

TFC Financial Management first reported a position in AES in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.57K in Q3 2025. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • TFC Financial Management held 18 shares of AES worth $264 as of Q2 2026.
  • TFC Financial Management left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #814 holding.
  • TFC Financial Management first reported a position in AES in Q2 2024 and has held it in 6 quarters since.
  • TFC Financial Management's AES position peaked at $2.57K in Q3 2025.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.