CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s AES AES Stock Holding History

CAPTRUST Financial 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 		$7.04K Buy
+500
New +$7.44K ﹤0.01% 3002

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

CAPTRUST Financial Advisors's AES Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its AES (AES) stake by 7.1% in Q1 2026, buying an estimated $171K and bringing the position to 174,411 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

CAPTRUST Financial Advisors first reported a position in AES in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.78M in Q4 2019. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • CAPTRUST Financial Advisors held 174,411 shares of AES worth $2.46M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 11,506 AES shares in Q1 2026, an estimated $171K.
  • AES made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1110 holding.
  • CAPTRUST Financial Advisors first reported a position in AES in Q1 2018 and has held it in 33 quarters since.
  • CAPTRUST Financial Advisors's AES position peaked at $6.78M in Q4 2019.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.