Wealthspire Advisors (New York)’s AES AES Stock Holding History

Wealthspire Advisors (New York)’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	$4.92M	Buy	335,378 +294,914	+729%	+$4.29M	0.03%	267
2026 Q1	$570K	Sell	40,464 -6,424	-14%	-$95.6K	﹤0.01%	540
2025 Q4	$672K	Buy	46,888 +8,560	+22%	+$121K	0.01%	524
2025 Q3	$504K	Buy	+38,328	New	+$498K	﹤0.01%	533
2020 Q2	–	Sell	-11,032	Closed	-$150K	–	288
2020 Q1	$150K	Buy	+11,032	New	+$198K	0.01%	512
2019 Q1	–	Sell	-972	Closed	-$14K	–	65
2018 Q4	$14K	Buy	+972	New	+$14.6K	﹤0.01%	414

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s AES Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its AES (AES) stake by 729% in Q2 2026, buying an estimated $4.29M and bringing the position to 335,378 shares worth $4.92M. The position accounts for 0.03% of the portfolio, ranked #267.

Wealthspire Advisors (New York) first reported a position in AES in Q4 2018 and has held it in 6 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Wealthspire Advisors (New York) held 335,378 shares of AES worth $4.92M as of Q2 2026.
Wealthspire Advisors (New York) bought 294,914 AES shares in Q2 2026, an estimated $4.29M.
AES made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #267 holding.
Wealthspire Advisors (New York) first reported a position in AES in Q4 2018 and has held it in 6 quarters since.
706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.