UFPG
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United Financial Planning Group’s AES AES Stock Holding History

United Financial Planning Group’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
-191
Closed -$2.69K – 468
2026
Q1 		$2.69K Buy
+191
New +$2.84K ﹤0.01% 408

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

United Financial Planning Group's AES Position: Q2 2026 in Review

United Financial Planning Group sold out of AES (AES) in Q2 2026, closing a stake of 191 shares — an estimated $2.69K sold.

United Financial Planning Group first reported a position in AES in Q1 2026 and held it in 1 quarter. The position peaked at $2.69K in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • United Financial Planning Group reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 191 AES shares in Q2 2026, an estimated $2.69K.
  • United Financial Planning Group first reported a position in AES in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's AES position peaked at $2.69K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.