Planning Strategies Inc.’s AES AES Stock Holding History

Planning Strategies Inc.’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	$147	Buy	+10	New	+$145	﹤0.01%	1009

Other funds holding AES

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Planning Strategies Inc.'s AES Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in AES (AES) in Q2 2026: 10 shares worth $147. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings.

198 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Planning Strategies Inc. held 10 shares of AES worth $147 as of Q2 2026.
AES was a new Planning Strategies Inc. position in Q2 2026.
AES made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1009 holding.
198 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.