CFG Wealth Management Services’s AES AES Stock Holding History

CFG Wealth Management Services’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	–	Sell	-4,900	Closed	-$70.3K	–	153
2025 Q4	$70.3K	Buy	+4,900	New	+$69.1K	0.06%	91

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

CFG Wealth Management Services's AES Position: Q1 2026 in Review

CFG Wealth Management Services sold out of AES (AES) in Q1 2026, closing a stake of 4,900 shares — an estimated $70.3K sold.

CFG Wealth Management Services first reported a position in AES in Q4 2025 and held it in 1 quarter. The position peaked at $70.3K in Q4 2025. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

CFG Wealth Management Services reported no remaining AES position as of Q1 2026 after selling out during the quarter.
CFG Wealth Management Services sold 4,900 AES shares in Q1 2026, an estimated $70.3K.
CFG Wealth Management Services first reported a position in AES in Q4 2025 and held it in 1 quarter.
CFG Wealth Management Services's AES position peaked at $70.3K in Q4 2025.
750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on CFG Wealth Management Services's 13F filing for Q1 2026, filed 7 May 2026.