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WJ Financial Advisors’s AES AES Stock Holding History

WJ Financial 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 		$964K Sell
65,760
-10,475
-14% -$152K 0.71% 39
2026
Q1 		$1.07M Sell
76,235
-715
-0.9% -$10.6K 0.87% 33
2025
Q4 		$1.1M Sell
76,950
-7,060
-8% -$99.5K 0.98% 30
2025
Q3 		$1.11M Buy
+84,010
New +$1.09M 1.07% 26

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 $3.38T AUM 44.17% 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

WJ Financial Advisors's AES Position: Q2 2026 in Review

WJ Financial Advisors reduced its AES (AES) stake by 14% in Q2 2026, selling an estimated $152K and leaving 65,760 shares worth $964K. The position accounts for 0.71% of the portfolio, ranked #39.

WJ Financial Advisors first reported a position in AES in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q3 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • WJ Financial Advisors held 65,760 shares of AES worth $964K as of Q2 2026.
  • WJ Financial Advisors sold 10,475 AES shares in Q2 2026, an estimated $152K.
  • AES made up 0.71% of WJ Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • WJ Financial Advisors first reported a position in AES in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's AES position peaked at $1.11M in Q3 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.