Cetera Investment Advisers
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Cetera Investment Advisers’s AES AES Stock Holding History

Cetera Investment Advisers’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 		$4.23M Sell
299,932
-4,575
-2% -$68.1K ﹤0.01% 1631
2025
Q4 		$4.37M Buy
304,507
+99,850
+49% +$1.41M ﹤0.01% 1553
2025
Q3 		$2.69M Buy
204,657
+55,470
+37% +$720K ﹤0.01% 1911
2025
Q2 		$1.57M Sell
149,187
-43,234
-22% -$463K ﹤0.01% 2036
2025
Q1 		$2.39M Buy
192,421
+44,812
+30% +$518K ﹤0.01% 1624
2024
Q4 		$1.9M Buy
147,609
+50,125
+51% +$749K ﹤0.01% 1703
2024
Q3 		$1.96M Sell
97,484
-3,032
-3% -$53.6K ﹤0.01% 1646
2024
Q2 		$1.77M Buy
100,516
+24,764
+33% +$471K ﹤0.01% 1658
2024
Q1 		$1.36M Buy
75,752
+57,473
+314% +$960K ﹤0.01% 1834
2023
Q4 		$352K Buy
18,279
+6,022
+49% +$98K ﹤0.01% 1689
2023
Q3 		$186K Buy
12,257
+1,407
+13% +$26.8K ﹤0.01% 1997
2023
Q2 		$225K Sell
10,850
-33,420
-75% -$736K ﹤0.01% 1918
2023
Q1 		$1.07M Buy
44,270
+24,945
+129% +$634K 0.01% 1000
2022
Q4 		$556K Buy
+19,325
New +$521K 0.01% 1319
2022
Q1 		– Sell
-12,008
Closed -$292K – 1872
2021
Q4 		$292K Buy
+12,008
New +$292K ﹤0.01% 1501
2021
Q3 		– Sell
-28,296
Closed -$738K – 1787
2021
Q2 		$738K Buy
+28,296
New +$747K 0.01% 903

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

Cetera Investment Advisers's AES Position: Q1 2026 in Review

Cetera Investment Advisers reduced its AES (AES) stake by 1.5% in Q1 2026, selling an estimated $68.1K and leaving 299,932 shares worth $4.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Cetera Investment Advisers first reported a position in AES in Q2 2021 and has held it in 16 quarters since. The position peaked at $4.37M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Cetera Investment Advisers held 299,932 shares of AES worth $4.23M as of Q1 2026.
  • Cetera Investment Advisers sold 4,575 AES shares in Q1 2026, an estimated $68.1K.
  • AES made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1631 holding.
  • Cetera Investment Advisers first reported a position in AES in Q2 2021 and has held it in 16 quarters since.
  • Cetera Investment Advisers's AES position peaked at $4.37M in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.