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Virginia Estate & Retirement Planning Advisors’s AES AES Stock Holding History

Virginia Estate & Retirement Planning 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 		$7.09K Hold
57
– – 0.01% 136
2026
Q1 		$11.3K Buy
+57
New +$849 0.02% 92

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

Virginia Estate & Retirement Planning Advisors's AES Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its AES (AES) position steady in Q2 2026 at 57 shares worth $7.09K. The position accounts for 0.01% of the portfolio, ranked #136.

Virginia Estate & Retirement Planning Advisors first reported a position in AES in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.3K in Q1 2026. 696 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 57 shares of AES worth $7.09K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its AES share count unchanged in Q2 2026.
  • AES made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #136 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in AES in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's AES position peaked at $11.3K in Q1 2026.
  • 696 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.