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Cornerstone Planning Group’s AES AES Stock Holding History

Cornerstone Planning Group’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 		$532 Buy
37
+4
+12% +$60 ﹤0.01% 1629
2025
Q4 		$501 Buy
33
+9
+38% +$127 ﹤0.01% 1512
2025
Q3 		$1.65K Sell
24
-73
-75% -$948 ﹤0.01% 1204
2025
Q2 		$1.24K Buy
+97
New +$1.04K ﹤0.01% 1062
2025
Q1 		– Sell
-66
Closed -$755 – 1558
2024
Q4 		$755 Sell
66
-33
-33% -$493 ﹤0.01% 1027
2024
Q3 		$1.64K Hold
99
– – ﹤0.01% 823
2024
Q2 		$1.61K Hold
99
– – ﹤0.01% 832
2024
Q1 		$1.85K Buy
99
+91
+1,138% +$1.52K ﹤0.01% 676
2023
Q4 		$154 Hold
8
– – ﹤0.01% 877
2023
Q3 		$122 Buy
+8
New +$152 ﹤0.01% 1075

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

Cornerstone Planning Group's AES Position: Q1 2026 in Review

Cornerstone Planning Group increased its AES (AES) stake by 12% in Q1 2026, buying an estimated $60 and bringing the position to 37 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Cornerstone Planning Group first reported a position in AES in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.85K in Q1 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Cornerstone Planning Group held 37 shares of AES worth $532 as of Q1 2026.
  • Cornerstone Planning Group bought 4 AES shares in Q1 2026, an estimated $60.
  • AES made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1629 holding.
  • Cornerstone Planning Group first reported a position in AES in Q3 2023 and has held it in 10 quarters since.
  • Cornerstone Planning Group's AES position peaked at $1.85K in Q1 2024.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.