TS Financial Group (TSFG)’s AES AES Stock Holding History

TS Financial Group (TSFG)’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	$1K	Hold	50	–	–	﹤0.01%	795
2026 Q1	$1K	Hold	50	–	–	﹤0.01%	764
2025 Q4	$1K	Hold	50	–	–	﹤0.01%	758
2025 Q3	$1K	Hold	50	–	–	﹤0.01%	768
2025 Q2	$1K	Hold	50	–	–	﹤0.01%	744
2025 Q1	$1K	Buy	+50	New	+$578	﹤0.01%	737
2023 Q2	–	Sell	-1,250	Closed	-$30K	–	981
2023 Q1	$30K	Hold	1,250	–	–	0.01%	347
2022 Q4	$36K	Buy	+1,250	New	+$33.7K	0.01%	321
2021 Q4	–	Sell	-408	Closed	-$9K	–	878
2021 Q3	$9K	Hold	408	–	–	﹤0.01%	566
2021 Q2	$11K	Hold	408	–	–	﹤0.01%	529
2021 Q1	$11K	Hold	408	–	–	0.01%	468
2020 Q4	$10K	Buy	+408	New	+$8.48K	0.01%	484

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

TS Financial Group (TSFG)'s AES Position: Q2 2026 in Review

TS Financial Group (TSFG) held its AES (AES) position steady in Q2 2026 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

TS Financial Group (TSFG) first reported a position in AES in Q4 2020 and has held it in 12 quarters since. The position peaked at $36K in Q4 2022. 705 funds tracked by Wall St. Rank hold AES as of Q2 2026.

TS Financial Group (TSFG) held 50 shares of AES worth $1K as of Q2 2026.
TS Financial Group (TSFG) left its AES share count unchanged in Q2 2026.
AES made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #795 holding.
TS Financial Group (TSFG) first reported a position in AES in Q4 2020 and has held it in 12 quarters since.
TS Financial Group (TSFG)'s AES position peaked at $36K in Q4 2022.
705 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.