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Financial Consulate’s AES AES Stock Holding History

Financial Consulate’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 		$1.3K Hold
92
– – ﹤0.01% 1064
2025
Q4 		$1.32K Buy
92
+50
+119% +$705 ﹤0.01% 969
2025
Q3 		$553 Buy
+42
New +$546 ﹤0.01% 970
2018
Q2 		– Sell
-11,825
Closed -$134K – 119
2018
Q1 		$134K Sell
11,825
-880
-7% -$9.57K 0.07% 112
2017
Q4 		$138K Hold
12,705
– – 0.07% 101
2017
Q3 		$140K Buy
12,705
+1,280
+11% +$14.3K 0.08% 93
2017
Q2 		$127K Hold
11,425
– – 0.07% 86
2017
Q1 		$128K Hold
11,425
– – 0.08% 84
2016
Q4 		$133K Hold
11,425
– – 0.1% 74
2016
Q3 		$147K Buy
+11,425
New +$142K 0.13% 66

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

Financial Consulate's AES Position: Q1 2026 in Review

Financial Consulate held its AES (AES) position steady in Q1 2026 at 92 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Financial Consulate first reported a position in AES in Q3 2016 and has held it in 10 quarters since. The position peaked at $147K in Q3 2016. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Financial Consulate held 92 shares of AES worth $1.3K as of Q1 2026.
  • Financial Consulate left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1064 holding.
  • Financial Consulate first reported a position in AES in Q3 2016 and has held it in 10 quarters since.
  • Financial Consulate's AES position peaked at $147K in Q3 2016.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.