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Bell Investment Advisors’s AES AES Stock Holding History

Bell Investment Advisors’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 		$5.52K Hold
392
– – ﹤0.01% 922
2025
Q4 		$5.62K Buy
392
+78
+25% +$1.1K ﹤0.01% 925
2025
Q3 		$4.13K Sell
314
-318
-50% -$4.13K ﹤0.01% 1024
2025
Q2 		$6.65K Sell
632
-156
-20% -$1.67K ﹤0.01% 849
2025
Q1 		$9.79K Buy
788
+30
+4% +$347 ﹤0.01% 615
2024
Q4 		$9.76K Sell
758
-137
-15% -$2.05K ﹤0.01% 615
2024
Q3 		$18K Sell
895
-28
-3% -$495 ﹤0.01% 426
2024
Q2 		$16.2K Buy
923
+131
+17% +$2.49K ﹤0.01% 442
2024
Q1 		$14.2K Sell
792
-29
-4% -$485 ﹤0.01% 464
2023
Q4 		$15.8K Buy
821
+607
+284% +$9.87K ﹤0.01% 413
2023
Q3 		$3.25K Sell
214
-208
-49% -$3.96K ﹤0.01% 1037
2023
Q2 		$8.75K Buy
422
+346
+455% +$7.62K ﹤0.01% 566
2023
Q1 		$1.83K Buy
76
+9
+13% +$229 ﹤0.01% 1311
2022
Q4 		$1.93K Buy
67
+1
+2% +$27 ﹤0.01% 1314
2022
Q3 		$1K Sell
66
-35
-35% -$830 ﹤0.01% 1292
2022
Q2 		$2K Buy
+101
New +$2.2K ﹤0.01% 1075
2021
Q4 		$3K Buy
120
+2
+2% +$49 ﹤0.01% 936
2021
Q3 		$3K Buy
+118
New +$2.87K ﹤0.01% 870

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

Bell Investment Advisors's AES Position: Q1 2026 in Review

Bell Investment Advisors held its AES (AES) position steady in Q1 2026 at 392 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Bell Investment Advisors first reported a position in AES in Q3 2021 and has held it in 18 quarters since. The position peaked at $18K in Q3 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Bell Investment Advisors held 392 shares of AES worth $5.52K as of Q1 2026.
  • Bell Investment Advisors left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #922 holding.
  • Bell Investment Advisors first reported a position in AES in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's AES position peaked at $18K in Q3 2024.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.