Transamerica Financial Advisors’s AES AES Stock Holding History

Transamerica Financial Advisors’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	$4.49K	Buy	306 +264	+629%	+$3.84K	﹤0.01%	1146
2026 Q1	$591	Sell	42 -136	-76%	-$2.02K	﹤0.01%	1448
2025 Q4	$2.55K	Buy	178 +157	+748%	+$2.21K	﹤0.01%	1087
2025 Q3	$276	Buy	+21	New	+$273	﹤0.01%	1403
2024 Q3	–	Sell	-1	Closed	-$1K	–	587
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	385
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	420
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	378
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	404
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	377
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	372
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	418
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	394
2022 Q2	$1K	Buy	+1	New	+$22	﹤0.01%	403
2015 Q3	–	Sell	-2	Closed	-$1K	–	835
2015 Q2	$1K	Sell	2 -605	-100%	-$8.12K	﹤0.01%	775
2015 Q1	$8K	Sell	607 -45,163	-99%	-$566K	﹤0.01%	644
2014 Q4	$631K	Buy	+45,770	New	+$625K	0.05%	167

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

Transamerica Financial Advisors's AES Position: Q2 2026 in Review

Transamerica Financial Advisors increased its AES (AES) stake by 629% in Q2 2026, buying an estimated $3.84K and bringing the position to 306 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Transamerica Financial Advisors first reported a position in AES in Q4 2014 and has held it in 16 quarters since. The position peaked at $631K in Q4 2014. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Transamerica Financial Advisors held 306 shares of AES worth $4.49K as of Q2 2026.
Transamerica Financial Advisors bought 264 AES shares in Q2 2026, an estimated $3.84K.
AES made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1146 holding.
Transamerica Financial Advisors first reported a position in AES in Q4 2014 and has held it in 16 quarters since.
Transamerica Financial Advisors's AES position peaked at $631K in Q4 2014.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.