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TritonPoint Wealth’s AES AES Stock Holding History

TritonPoint Wealth’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 		$3.96M Sell
270,421
-14,229
-5% -$207K 0.39% 62
2026
Q1 		$4.01M Sell
284,650
-364
-0.1% -$5.42K 0.43% 60
2025
Q4 		$4.09M Sell
285,014
-36,066
-11% -$508K 0.41% 58
2025
Q3 		$4.23M Buy
321,080
+11,069
+4% +$144K 0.36% 72
2025
Q2 		$3.26M Sell
310,011
-56,672
-15% -$607K 0.3% 84
2025
Q1 		$4.55M Buy
366,683
+59,806
+19% +$692K 0.43% 61
2024
Q4 		$3.95M Buy
306,877
+48,287
+19% +$721K 0.36% 76
2024
Q3 		$5.19M Buy
258,590
+45,528
+21% +$805K 0.47% 58
2024
Q2 		$3.74M Buy
213,062
+12,210
+6% +$232K 0.36% 74
2024
Q1 		$3.4M Buy
200,852
+19,049
+10% +$318K 0.36% 73
2023
Q4 		$3.5M Buy
+181,803
New +$2.96M 0.34% 76

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

TritonPoint Wealth's AES Position: Q2 2026 in Review

TritonPoint Wealth reduced its AES (AES) stake by 5% in Q2 2026, selling an estimated $207K and leaving 270,421 shares worth $3.96M. The position accounts for 0.39% of the portfolio, ranked #62.

TritonPoint Wealth first reported a position in AES in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.19M in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • TritonPoint Wealth held 270,421 shares of AES worth $3.96M as of Q2 2026.
  • TritonPoint Wealth sold 14,229 AES shares in Q2 2026, an estimated $207K.
  • AES made up 0.39% of TritonPoint Wealth's portfolio in Q2 2026, its #62 holding.
  • TritonPoint Wealth first reported a position in AES in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's AES position peaked at $5.19M in Q3 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.