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Bay Harbor Wealth Management’s AES AES Stock Holding History

Bay Harbor 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 		$1.14K Buy
81
+36
+80% +$536 ﹤0.01% 717
2025
Q4 		$645 Buy
45
+5
+13% +$70 ﹤0.01% 763
2025
Q3 		$526 Buy
40
+34
+567% +$442 ﹤0.01% 714
2025
Q2 		$63 Buy
+6
New +$64 ﹤0.01% 1170

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

Bay Harbor Wealth Management's AES Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its AES (AES) stake by 80% in Q1 2026, buying an estimated $536 and bringing the position to 81 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Bay Harbor Wealth Management first reported a position in AES in Q2 2025 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Bay Harbor Wealth Management held 81 shares of AES worth $1.14K as of Q1 2026.
  • Bay Harbor Wealth Management bought 36 AES shares in Q1 2026, an estimated $536.
  • AES made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #717 holding.
  • Bay Harbor Wealth Management first reported a position in AES in Q2 2025 and has held it in 4 quarters since.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.