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Bartlett & Co Wealth Management’s AES AES Stock Holding History

Bartlett & Co Wealth Management’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 		$29.7K Buy
2,055
+91
+5% +$1.35K ﹤0.01% 759
2025
Q4 		$28.2K Hold
1,964
– – ﹤0.01% 758
2025
Q3 		$25.8K Buy
1,964
+225
+13% +$2.92K ﹤0.01% 781
2025
Q2 		$18.3K Buy
1,739
+70
+4% +$749 ﹤0.01% 829
2025
Q1 		$20.7K Hold
1,669
– – ﹤0.01% 808
2024
Q4 		$21.5K Buy
1,669
+1,666
+55,533% +$24.9K ﹤0.01% 797
2024
Q3 		$60 Hold
3
– – ﹤0.01% 1116
2024
Q2 		$53 Hold
3
– – ﹤0.01% 1127
2024
Q1 		$54 Buy
+3
New +$50 ﹤0.01% 1117

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

Bartlett & Co Wealth Management's AES Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its AES (AES) stake by 4.6% in Q1 2026, buying an estimated $1.35K and bringing the position to 2,055 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Bartlett & Co Wealth Management first reported a position in AES in Q1 2024 and has held it in 9 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,055 shares of AES worth $29.7K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 91 AES shares in Q1 2026, an estimated $1.35K.
  • AES made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #759 holding.
  • Bartlett & Co Wealth Management first reported a position in AES in Q1 2024 and has held it in 9 quarters since.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.