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Waverly Advisors’s AES AES Stock Holding History

Waverly 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 		$445K Buy
30,367
+11,301
+59% +$164K ﹤0.01% 1233
2026
Q1 		$269K Buy
19,066
+274
+1% +$4.08K ﹤0.01% 1361
2025
Q4 		$269K Buy
18,792
+2,890
+18% +$40.7K ﹤0.01% 1261
2025
Q3 		$209K Buy
15,902
+43
+0.3% +$559 ﹤0.01% 1202
2025
Q2 		$167K Sell
15,859
-61,781
-80% -$661K ﹤0.01% 1142
2025
Q1 		$964K Buy
77,640
+62,031
+397% +$718K 0.01% 615
2024
Q4 		$201K Buy
+15,609
New +$233K ﹤0.01% 935

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

Waverly Advisors's AES Position: Q2 2026 in Review

Waverly Advisors increased its AES (AES) stake by 59% in Q2 2026, buying an estimated $164K and bringing the position to 30,367 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Waverly Advisors first reported a position in AES in Q4 2024 and has held it in 7 quarters since. The position peaked at $964K in Q1 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Waverly Advisors held 30,367 shares of AES worth $445K as of Q2 2026.
  • Waverly Advisors bought 11,301 AES shares in Q2 2026, an estimated $164K.
  • AES made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1233 holding.
  • Waverly Advisors first reported a position in AES in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's AES position peaked at $964K in Q1 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.