Twin Peaks Wealth Advisors’s AES AES Stock Holding History

Twin Peaks Wealth 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	–	Sell	-248	Closed	-$3.49K	–	273
2026 Q1	$3.49K	Buy	+248	New	+$3.69K	﹤0.01%	1523
2025 Q3	–	Sell	-215	Closed	-$2.78K	–	207
2025 Q2	$2.78K	Buy	+215	New	+$2.3K	﹤0.01%	1529

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

Twin Peaks Wealth Advisors's AES Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of AES (AES) in Q2 2026, closing a stake of 248 shares — an estimated $3.49K sold.

Twin Peaks Wealth Advisors first reported a position in AES in Q2 2025 and held it in 2 quarters. The position peaked at $3.49K in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 248 AES shares in Q2 2026, an estimated $3.49K.
Twin Peaks Wealth Advisors first reported a position in AES in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's AES position peaked at $3.49K in Q1 2026.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.