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Carson Advisory’s AES AES Stock Holding History

Carson Advisory’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 		$4.2M Sell
297,854
-5,316
-2% -$79.1K 2.18% 11
2025
Q4 		$4.35M Sell
303,170
-1,809
-0.6% -$25.5K 2.26% 12
2025
Q3 		$4.01M Buy
304,979
+7,444
+3% +$96.7K 2.16% 12
2025
Q2 		$3.13M Buy
297,535
+154,635
+108% +$1.66M 1.99% 12
2025
Q1 		$1.77M Buy
+142,900
New +$1.65M 1.2% 20

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

Carson Advisory's AES Position: Q1 2026 in Review

Carson Advisory reduced its AES (AES) stake by 1.8% in Q1 2026, selling an estimated $79.1K and leaving 297,854 shares worth $4.2M. The position accounts for 2.18% of the portfolio, ranked #11.

Carson Advisory first reported a position in AES in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.35M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Carson Advisory held 297,854 shares of AES worth $4.2M as of Q1 2026.
  • Carson Advisory sold 5,316 AES shares in Q1 2026, an estimated $79.1K.
  • AES made up 2.18% of Carson Advisory's portfolio in Q1 2026, its #11 holding.
  • Carson Advisory first reported a position in AES in Q1 2025 and has held it in 5 quarters since.
  • Carson Advisory's AES position peaked at $4.35M in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.