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Wallace Advisory Group’s AES AES Stock Holding History

Wallace Advisory 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
-20,625
Closed -$291K – 135
2026
Q1 		$291K Sell
20,625
-488
-2% -$7.26K 0.31% 84
2025
Q4 		$303K Sell
21,113
-10,863
-34% -$153K 0.32% 86
2025
Q3 		$336K Sell
31,976
-4,180
-12% -$54.3K 0.27% 111
2025
Q2 		$449K Buy
36,156
+748
+2% +$8.01K 0.33% 91
2025
Q1 		$456K Buy
35,408
+11,218
+46% +$130K 0.32% 93
2024
Q4 		$485K Buy
24,190
+1,943
+9% +$29K 0.34% 84
2024
Q3 		$391K Sell
22,247
-754
-3% -$13.3K 0.29% 94
2024
Q2 		$404K Buy
23,001
+2,904
+14% +$55.2K 0.29% 94
2024
Q1 		$387K Buy
20,097
+2,915
+17% +$48.7K 0.29% 97
2023
Q4 		$261K Buy
17,182
+4,080
+31% +$66.4K 0.2% 119
2023
Q3 		$272K Buy
13,102
+1,125
+9% +$21.4K 0.2% 126
2023
Q2 		$288K Hold
11,977
– – 0.22% 118
2023
Q1 		$288K Sell
11,977
-1,360
-10% -$34.6K 0.22% 118
2022
Q4 		$384K Buy
+13,337
New +$359K 0.3% 94

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

Wallace Advisory Group's AES Position: Q2 2026 in Review

Wallace Advisory Group sold out of AES (AES) in Q2 2026, closing a stake of 20,625 shares — an estimated $291K sold.

Wallace Advisory Group first reported a position in AES in Q4 2022 and held it in 14 quarters. The position peaked at $485K in Q4 2024. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Wallace Advisory Group reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Wallace Advisory Group sold 20,625 AES shares in Q2 2026, an estimated $291K.
  • Wallace Advisory Group first reported a position in AES in Q4 2022 and held it in 14 quarters.
  • Wallace Advisory Group's AES position peaked at $485K in Q4 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.