Fiduciary Group’s AES AES Stock Holding History

Fiduciary 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	–	Sell	-12,500	Closed	-$179K	–	297
2025 Q4	$179K	Hold	12,500	–	–	0.02%	292
2025 Q3	$165K	Hold	12,500	–	–	0.01%	285
2025 Q2	$132K	Buy	+12,500	New	+$134K	0.01%	282

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Fiduciary Group's AES Position: Q1 2026 in Review

Fiduciary Group sold out of AES (AES) in Q1 2026, closing a stake of 12,500 shares — an estimated $179K sold.

Fiduciary Group first reported a position in AES in Q2 2025 and held it in 3 quarters. The position peaked at $179K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Fiduciary Group reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Fiduciary Group sold 12,500 AES shares in Q1 2026, an estimated $179K.
Fiduciary Group first reported a position in AES in Q2 2025 and held it in 3 quarters.
Fiduciary Group's AES position peaked at $179K in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.