ECA
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Elevated Capital Advisors’s AES AES Stock Holding History

Elevated Capital Advisors’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 		$29.5K Sell
2,094
-4,269
-67% -$63.6K 0.01% 388
2025
Q4 		$91.2K Buy
+6,363
New +$89.7K 0.02% 301

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

Elevated Capital Advisors's AES Position: Q1 2026 in Review

Elevated Capital Advisors reduced its AES (AES) stake by 67% in Q1 2026, selling an estimated $63.6K and leaving 2,094 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #388.

Elevated Capital Advisors first reported a position in AES in Q4 2025 and has held it in 2 quarters since. The position peaked at $91.2K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Elevated Capital Advisors held 2,094 shares of AES worth $29.5K as of Q1 2026.
  • Elevated Capital Advisors sold 4,269 AES shares in Q1 2026, an estimated $63.6K.
  • AES made up 0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #388 holding.
  • Elevated Capital Advisors first reported a position in AES in Q4 2025 and has held it in 2 quarters since.
  • Elevated Capital Advisors's AES position peaked at $91.2K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.