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WealthBridge Capital Management’s AES AES Stock Holding History

WealthBridge Capital Management’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
-36,435
Closed -$513K – 236
2026
Q1 		$513K Buy
36,435
+6,648
+22% +$99K 0.12% 127
2025
Q4 		$427K Buy
+29,787
New +$420K 0.1% 138
2023
Q2 		– Sell
-17,378
Closed -$418K – 184
2023
Q1 		$418K Buy
17,378
+2,285
+15% +$58.1K 0.17% 111
2022
Q4 		$434K Buy
+15,093
New +$407K 0.18% 110

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

WealthBridge Capital Management's AES Position: Q2 2026 in Review

WealthBridge Capital Management sold out of AES (AES) in Q2 2026, closing a stake of 36,435 shares — an estimated $513K sold.

WealthBridge Capital Management first reported a position in AES in Q4 2022 and held it in 4 quarters. The position peaked at $513K in Q1 2026. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • WealthBridge Capital Management reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • WealthBridge Capital Management sold 36,435 AES shares in Q2 2026, an estimated $513K.
  • WealthBridge Capital Management first reported a position in AES in Q4 2022 and held it in 4 quarters.
  • WealthBridge Capital Management's AES position peaked at $513K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.