Avantax Planning Partners’s AES AES Stock Holding History

Avantax Planning Partners’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	$189K	Hold	13,391	–	–	0.01%	427
2025 Q4	$192K	Hold	13,391	–	–	0.01%	430
2025 Q3	$176K	Sell	13,391 -2,060	-13%	-$26.8K	0.01%	430
2025 Q2	$163K	Buy	+15,451	New	+$165K	0.01%	436
2018 Q4	–	Sell	-625	Closed	-$9K	–	292
2018 Q3	$9K	Buy	+625	New	+$8.42K	﹤0.01%	900
2018 Q2	–	Sell	-2,451	Closed	-$28K	–	258
2018 Q1	$28K	Buy	+2,451	New	+$26.6K	﹤0.01%	661

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Avantax Planning Partners's AES Position: Q1 2026 in Review

Avantax Planning Partners held its AES (AES) position steady in Q1 2026 at 13,391 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #427.

Avantax Planning Partners first reported a position in AES in Q1 2018 and has held it in 6 quarters since. The position peaked at $192K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Avantax Planning Partners held 13,391 shares of AES worth $189K as of Q1 2026.
Avantax Planning Partners left its AES share count unchanged in Q1 2026.
AES made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #427 holding.
Avantax Planning Partners first reported a position in AES in Q1 2018 and has held it in 6 quarters since.
Avantax Planning Partners's AES position peaked at $192K in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.