EWA
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EverSource Wealth Advisors’s AES AES Stock Holding History

EverSource Wealth 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 		$74.6K Buy
5,296
+2,006
+61% +$29.9K ﹤0.01% 1612
2025
Q4 		$47.2K Buy
3,290
+149
+5% +$2.1K ﹤0.01% 1785
2025
Q3 		$41.3K Sell
3,141
-1,609
-34% -$20.9K ﹤0.01% 1843
2025
Q2 		$50K Sell
4,750
-610
-11% -$6.53K ﹤0.01% 1619
2025
Q1 		$66.6K Sell
5,360
-935
-15% -$10.8K ﹤0.01% 1092
2024
Q4 		$81K Buy
6,295
+3,080
+96% +$46K ﹤0.01% 978
2024
Q3 		$64.5K Buy
3,215
+71
+2% +$1.26K ﹤0.01% 961
2024
Q2 		$55.9K Buy
3,144
+111
+4% +$2.11K ﹤0.01% 1037
2024
Q1 		$54.3K Sell
3,033
-1,956
-39% -$32.7K ﹤0.01% 949
2023
Q4 		$96K Buy
4,989
+1,439
+41% +$23.4K 0.01% 653
2023
Q3 		$54K Buy
3,550
+1,300
+58% +$24.8K 0.01% 778
2023
Q2 		$46.7K Buy
2,250
+116
+5% +$2.55K 0.01% 864
2023
Q1 		$51.4K Buy
2,134
+104
+5% +$2.64K 0.01% 787
2022
Q4 		$58.4K Buy
2,030
+1,087
+115% +$29.3K 0.01% 703
2022
Q3 		$21K Buy
943
+803
+574% +$19K ﹤0.01% 880
2022
Q2 		$3K Buy
140
+38
+37% +$829 ﹤0.01% 1372
2022
Q1 		$2K Buy
102
+57
+127% +$1.29K ﹤0.01% 1486
2021
Q4 		$1K Buy
+45
New +$1.09K ﹤0.01% 1670

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

EverSource Wealth Advisors's AES Position: Q1 2026 in Review

EverSource Wealth Advisors increased its AES (AES) stake by 61% in Q1 2026, buying an estimated $29.9K and bringing the position to 5,296 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

EverSource Wealth Advisors first reported a position in AES in Q4 2021 and has held it in 18 quarters since. The position peaked at $96K in Q4 2023. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • EverSource Wealth Advisors held 5,296 shares of AES worth $74.6K as of Q1 2026.
  • EverSource Wealth Advisors bought 2,006 AES shares in Q1 2026, an estimated $29.9K.
  • AES made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1612 holding.
  • EverSource Wealth Advisors first reported a position in AES in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's AES position peaked at $96K in Q4 2023.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.