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Avion Wealth’s AES AES Stock Holding History

Avion Wealth’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 		$1K Hold
101
– – ﹤0.01% 955
2025
Q4 		$1K Hold
101
– – ﹤0.01% 957
2025
Q3 		$1K Hold
101
– – ﹤0.01% 933
2025
Q2 		$1K Buy
101
+41
+68% +$439 ﹤0.01% 886
2025
Q1 		$0 Buy
+60
New +$694 ﹤0.01% 978
2024
Q4 		– Sell
-66
Closed -$1K – 975
2024
Q3 		$1K Buy
66
+26
+65% +$460 ﹤0.01% 743
2024
Q2 		$0 Sell
40
-60
-60% -$1.14K ﹤0.01% 870
2024
Q1 		$2K Sell
100
-37
-27% -$618 ﹤0.01% 617
2023
Q4 		$3K Buy
137
+77
+128% +$1.25K ﹤0.01% 463
2023
Q3 		$0 Hold
60
– – ﹤0.01% 776
2023
Q2 		$1K Hold
60
– – ﹤0.01% 518
2023
Q1 		$1K Hold
60
– – ﹤0.01% 410
2022
Q4 		$1K Hold
60
– – ﹤0.01% 394
2022
Q3 		$1K Hold
60
– – ﹤0.01% 414
2022
Q2 		$1K Buy
+60
New +$1.31K ﹤0.01% 415

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

Avion Wealth's AES Position: Q1 2026 in Review

Avion Wealth held its AES (AES) position steady in Q1 2026 at 101 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Avion Wealth first reported a position in AES in Q2 2022 and has held it in 15 quarters since. The position peaked at $3K in Q4 2023. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Avion Wealth held 101 shares of AES worth $1K as of Q1 2026.
  • Avion Wealth left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #955 holding.
  • Avion Wealth first reported a position in AES in Q2 2022 and has held it in 15 quarters since.
  • Avion Wealth's AES position peaked at $3K in Q4 2023.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.