Birch Financial Group’s AES AES Stock Holding History

Birch Financial Group’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 Q3	$191K	Hold	12,823	–	–	0.09%	133
2026 Q2	$188K	Hold	12,823	–	–	0.1%	134
2026 Q1	$181K	Hold	12,823	–	–	0.11%	134
2025 Q4	$184K	Hold	12,823	–	–	0.1%	134
2025 Q3	$169K	Buy	+12,823	New	+$167K	0.1%	127

Other funds holding AES

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Birch Financial Group's AES Position: Q3 2026 in Review

Birch Financial Group held its AES (AES) position steady in Q3 2026 at 12,823 shares worth $191K. The position accounts for 0.09% of the portfolio, ranked #133.

Birch Financial Group first reported a position in AES in Q3 2025 and has held it in 5 quarters since. 533 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Birch Financial Group held 12,823 shares of AES worth $191K as of Q3 2026.
Birch Financial Group left its AES share count unchanged in Q3 2026.
AES made up 0.09% of Birch Financial Group's portfolio in Q3 2026, its #133 holding.
Birch Financial Group first reported a position in AES in Q3 2025 and has held it in 5 quarters since.
533 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.