Toth Financial Advisory’s AES AES Stock Holding History

Toth Financial Advisory’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	$98.2K	Sell	6,700 -900	-12%	-$13.1K	0.01%	299
2026 Q1	$107K	Hold	7,600	–	–	0.01%	271
2025 Q4	$109K	Buy	7,600 +100	+1%	+$1.41K	0.01%	257
2025 Q3	$98.7K	Hold	7,500	–	–	0.01%	266
2025 Q2	$78.9K	Hold	7,500	–	–	0.01%	267
2025 Q1	$93.2K	Buy	7,500 +100	+1%	+$1.16K	0.01%	246
2024 Q4	$95.2K	Buy	+7,400	New	+$111K	0.01%	241
2022 Q3	–	Sell	-70	Closed	-$1K	–	738
2022 Q2	$1K	Hold	70	–	–	﹤0.01%	627
2022 Q1	$2K	Buy	+70	New	+$1.58K	﹤0.01%	610

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

Toth Financial Advisory's AES Position: Q2 2026 in Review

Toth Financial Advisory reduced its AES (AES) stake by 12% in Q2 2026, selling an estimated $13.1K and leaving 6,700 shares worth $98.2K. The position accounts for 0.01% of the portfolio, ranked #299.

Toth Financial Advisory first reported a position in AES in Q1 2022 and has held it in 9 quarters since. The position peaked at $109K in Q4 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Toth Financial Advisory held 6,700 shares of AES worth $98.2K as of Q2 2026.
Toth Financial Advisory sold 900 AES shares in Q2 2026, an estimated $13.1K.
AES made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #299 holding.
Toth Financial Advisory first reported a position in AES in Q1 2022 and has held it in 9 quarters since.
Toth Financial Advisory's AES position peaked at $109K in Q4 2025.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.