Capital Wealth Planning’s AES AES Stock Holding History

Capital Wealth Planning’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	$141K	Hold	10,000	–	–	﹤0.01%	151
2025 Q4	$143K	Buy	+10,000	New	+$141K	﹤0.01%	155

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Capital Wealth Planning's AES Position: Q1 2026 in Review

Capital Wealth Planning held its AES (AES) position steady in Q1 2026 at 10,000 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Capital Wealth Planning first reported a position in AES in Q4 2025 and has held it in 2 quarters since. The position peaked at $143K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Capital Wealth Planning held 10,000 shares of AES worth $141K as of Q1 2026.
Capital Wealth Planning left its AES share count unchanged in Q1 2026.
AES made up ﹤0.01% of Capital Wealth Planning's portfolio in Q1 2026, its #151 holding.
Capital Wealth Planning first reported a position in AES in Q4 2025 and has held it in 2 quarters since.
Capital Wealth Planning's AES position peaked at $143K in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.