Superior Planning, LLC’s AES AES Stock Holding History

Superior Planning, LLC’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 Q3	$835	Buy	+56	New	+$827	﹤0.01%	1788

Other funds holding AES

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Superior Planning, LLC's AES Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AES (AES) in Q3 2026: 56 shares worth $835. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings.

444 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Superior Planning, LLC held 56 shares of AES worth $835 as of Q3 2026.
AES was a new Superior Planning, LLC position in Q3 2026.
AES made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1788 holding.
444 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.