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Financial Network Wealth Advisors’s AES AES Stock Holding History

Financial Network 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 		$65.3K Sell
4,631
-216
-4% -$3.22K 0.07% 235
2025
Q4 		$69.5K Buy
4,847
+35
+0.7% +$493 0.07% 218
2025
Q3 		$63.3K Buy
4,812
+572
+13% +$7.43K 0.07% 224
2025
Q2 		$44.6K Buy
4,240
+248
+6% +$2.65K 0.05% 274
2025
Q1 		$49.6K Buy
3,992
+699
+21% +$8.09K 0.07% 249
2024
Q4 		$42.4K Sell
3,293
-978
-23% -$14.6K 0.08% 203
2024
Q3 		$85.7K Buy
4,271
+334
+8% +$5.91K 0.07% 223
2024
Q2 		$69.2K Buy
+3,937
New +$74.9K 0.05% 264

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

Financial Network Wealth Advisors reduced its AES (AES) stake by 4.5% in Q1 2026, selling an estimated $3.22K and leaving 4,631 shares worth $65.3K. The position accounts for 0.07% of the portfolio, ranked #235.

Financial Network Wealth Advisors first reported a position in AES in Q2 2024 and has held it in 8 quarters since. The position peaked at $85.7K in Q3 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Financial Network Wealth Advisors held 4,631 shares of AES worth $65.3K as of Q1 2026.
  • Financial Network Wealth Advisors sold 216 AES shares in Q1 2026, an estimated $3.22K.
  • AES made up 0.07% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #235 holding.
  • Financial Network Wealth Advisors first reported a position in AES in Q2 2024 and has held it in 8 quarters since.
  • Financial Network Wealth Advisors's AES position peaked at $85.7K in Q3 2024.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

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