CFO
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CVA Family Office’s AES AES Stock Holding History

CVA Family Office’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 		$9.5K Buy
674
+165
+32% +$2.46K ﹤0.01% 1008
2025
Q4 		$7.3K Sell
509
-1,500
-75% -$21.1K ﹤0.01% 836
2025
Q3 		$26.4K Buy
2,009
+1,610
+404% +$20.9K ﹤0.01% 643
2025
Q2 		$4.2K Sell
399
-2,851
-88% -$30.5K ﹤0.01% 912
2025
Q1 		$40.4K Buy
3,250
+2,169
+201% +$25.1K 0.01% 553
2024
Q4 		$13.9K Sell
1,081
-2,708
-71% -$40.4K ﹤0.01% 737
2024
Q3 		$76K Sell
3,789
-506
-12% -$8.95K 0.01% 428
2024
Q2 		$75.5K Buy
4,295
+35
+0.8% +$665 0.01% 409
2024
Q1 		$76.4K Buy
4,260
+475
+13% +$7.94K 0.01% 406
2023
Q4 		$72.9K Buy
+3,785
New +$61.6K 0.01% 393
2023
Q3 		– Sell
-105
Closed -$2.18K – 238
2023
Q2 		$2.18K Sell
105
-505
-83% -$11.1K ﹤0.01% 878
2023
Q1 		$14.7K Buy
610
+20
+3% +$508 ﹤0.01% 643
2022
Q4 		$17K Buy
590
+60
+11% +$1.62K ﹤0.01% 589
2022
Q3 		$12K Buy
+530
New +$12.6K ﹤0.01% 599
2021
Q3 		– Sell
-110
Closed -$3K – 366
2021
Q2 		$3K Sell
110
-95
-46% -$2.51K ﹤0.01% 818
2021
Q1 		$5K Buy
+205
New +$5.45K ﹤0.01% 611

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

CVA Family Office's AES Position: Q1 2026 in Review

CVA Family Office increased its AES (AES) stake by 32% in Q1 2026, buying an estimated $2.46K and bringing the position to 674 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

CVA Family Office first reported a position in AES in Q1 2021 and has held it in 16 quarters since. The position peaked at $76.4K in Q1 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • CVA Family Office held 674 shares of AES worth $9.5K as of Q1 2026.
  • CVA Family Office bought 165 AES shares in Q1 2026, an estimated $2.46K.
  • AES made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1008 holding.
  • CVA Family Office first reported a position in AES in Q1 2021 and has held it in 16 quarters since.
  • CVA Family Office's AES position peaked at $76.4K in Q1 2024.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.