Empower Advisory Group
AES icon

Empower Advisory Group’s AES AES Stock Holding History

Empower Advisory 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 		$2.26M Sell
160,309
-4,600,641
-97% -$68.5M 0.01% 206
2025
Q4 		$68.3M Sell
4,760,950
-110,526
-2% -$1.56M 0.18% 104
2025
Q3 		$64.1M Buy
4,871,476
+114,264
+2% +$1.48M 0.18% 109
2025
Q2 		$50M Buy
4,757,212
+220,117
+5% +$2.36M 0.15% 124
2025
Q1 		$56.4M Buy
4,537,095
+575,268
+15% +$6.66M 0.18% 112
2024
Q4 		$51M Buy
3,961,827
+439,493
+12% +$6.56M 0.17% 111
2024
Q3 		$70.7M Buy
3,522,334
+193,755
+6% +$3.43M 0.24% 94
2024
Q2 		$58.5M Buy
3,328,579
+72,671
+2% +$1.38M 0.22% 99
2024
Q1 		$58.4M Buy
3,255,908
+374,829
+13% +$6.26M 0.22% 107
2023
Q4 		$55.5M Buy
2,881,079
+510,429
+22% +$8.3M 0.22% 103
2023
Q3 		$36M Buy
2,370,650
+46,691
+2% +$889K 0.16% 114
2023
Q2 		$48.2M Buy
2,323,959
+100,670
+5% +$2.22M 0.21% 112
2023
Q1 		$53M Buy
+2,223,289
New +$56.5M 0.24% 101

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

Empower Advisory Group's AES Position: Q1 2026 in Review

Empower Advisory Group reduced its AES (AES) stake by 97% in Q1 2026, selling an estimated $68.5M and leaving 160,309 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #206.

Empower Advisory Group first reported a position in AES in Q1 2023 and has held it in 13 quarters since. The position peaked at $70.7M in Q3 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Empower Advisory Group held 160,309 shares of AES worth $2.26M as of Q1 2026.
  • Empower Advisory Group sold 4,600,641 AES shares in Q1 2026, an estimated $68.5M.
  • AES made up 0.01% of Empower Advisory Group's portfolio in Q1 2026, its #206 holding.
  • Empower Advisory Group first reported a position in AES in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's AES position peaked at $70.7M in Q3 2024.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.