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Atomi Financial Group’s AES AES Stock Holding History

Atomi Financial Group’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
Q1 		$359K Sell
25,495
-15,195
-37% -$226K 0.01% 857
2025
Q4 		$584K Buy
40,690
+3,800
+10% +$53.6K 0.02% 621
2025
Q3 		$485K Buy
36,890
+26,260
+247% +$341K 0.02% 661
2025
Q2 		$112K Sell
10,630
-5,574
-34% -$59.7K ﹤0.01% 1082
2025
Q1 		$201K Buy
16,204
+4,330
+36% +$50.1K 0.01% 979
2024
Q4 		$153K Sell
11,874
-10,237
-46% -$153K 0.01% 936
2024
Q3 		$444K Buy
22,111
+1,902
+9% +$33.6K 0.03% 500
2024
Q2 		$355K Buy
20,209
+2,700
+15% +$51.3K 0.03% 524
2024
Q1 		$314K Buy
+17,509
New +$293K 0.03% 522

Other funds holding AES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Atomi Financial Group's AES Position: Q1 2026 in Review

Atomi Financial Group reduced its AES (AES) stake by 37% in Q1 2026, selling an estimated $226K and leaving 25,495 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #857.

Atomi Financial Group first reported a position in AES in Q1 2024 and has held it in 9 quarters since. The position peaked at $584K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Atomi Financial Group held 25,495 shares of AES worth $359K as of Q1 2026.
  • Atomi Financial Group sold 15,195 AES shares in Q1 2026, an estimated $226K.
  • AES made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #857 holding.
  • Atomi Financial Group first reported a position in AES in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's AES position peaked at $584K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.