Verdence Capital Advisors’s AES AES Stock Holding History

Verdence Capital 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	-12,478	Closed	-$176K	–	660
2026 Q1	$176K	Buy	+12,478	New	+$186K	0.01%	614
2025 Q3	–	Sell	-13,508	Closed	-$142K	–	702
2025 Q2	$142K	Buy	+13,508	New	+$145K	0.01%	654
2018 Q3	–	Sell	-15,922	Closed	-$214K	–	266
2018 Q2	$214K	Buy	15,922 +428	+3%	+$5.27K	0.05%	263
2018 Q1	$176K	Buy	+15,494	New	+$168K	0.04%	278

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

Verdence Capital Advisors's AES Position: Q2 2026 in Review

Verdence Capital Advisors sold out of AES (AES) in Q2 2026, closing a stake of 12,478 shares — an estimated $176K sold.

Verdence Capital Advisors first reported a position in AES in Q1 2018 and held it in 4 quarters. The position peaked at $214K in Q2 2018. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Verdence Capital Advisors reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Verdence Capital Advisors sold 12,478 AES shares in Q2 2026, an estimated $176K.
Verdence Capital Advisors first reported a position in AES in Q1 2018 and held it in 4 quarters.
Verdence Capital Advisors's AES position peaked at $214K in Q2 2018.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.