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Costello Asset Management’s AES AES Stock Holding History

Costello Asset Management’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 		$12K Hold
850
– – ﹤0.01% 457
2025
Q4 		$12.2K Hold
850
– – ﹤0.01% 438
2025
Q3 		$11.2K Buy
850
+42
+5% +$546 ﹤0.01% 457
2025
Q2 		$8.5K Buy
+808
New +$8.65K ﹤0.01% 496

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

Costello Asset Management's AES Position: Q1 2026 in Review

Costello Asset Management held its AES (AES) position steady in Q1 2026 at 850 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Costello Asset Management first reported a position in AES in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.2K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Costello Asset Management held 850 shares of AES worth $12K as of Q1 2026.
  • Costello Asset Management left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #457 holding.
  • Costello Asset Management first reported a position in AES in Q2 2025 and has held it in 4 quarters since.
  • Costello Asset Management's AES position peaked at $12.2K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.