Focus Partners Wealth
AES icon

Focus Partners Wealth’s AES AES Stock Holding History

Focus Partners Wealth’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 		$14.6M Buy
1,033,543
+81,875
+9% +$1.22M 0.02% 595
2025
Q4 		$13.6M Buy
951,668
+131,919
+16% +$1.86M 0.02% 598
2025
Q3 		$11.1M Buy
819,749
+780,544
+1,991% +$10.1M 0.02% 537
2025
Q2 		$412K Buy
39,205
+6,454
+20% +$69.1K ﹤0.01% 1536
2025
Q1 		$407K Sell
32,751
-78,591
-71% -$909K ﹤0.01% 1432
2024
Q4 		$1.43M Sell
111,342
-669
-0.6% -$9.99K ﹤0.01% 955
2024
Q3 		$2.25M Buy
112,011
+82,645
+281% +$1.46M 0.01% 748
2024
Q2 		$516K Buy
29,366
+186
+0.6% +$3.54K ﹤0.01% 946
2024
Q1 		$523K Buy
29,180
+672
+2% +$11.2K ﹤0.01% 720
2023
Q4 		$549K Buy
+28,508
New +$464K 0.01% 560

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

Focus Partners Wealth's AES Position: Q1 2026 in Review

Focus Partners Wealth increased its AES (AES) stake by 8.6% in Q1 2026, buying an estimated $1.22M and bringing the position to 1,033,543 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #595.

Focus Partners Wealth first reported a position in AES in Q4 2023 and has held it in 10 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Focus Partners Wealth held 1,033,543 shares of AES worth $14.6M as of Q1 2026.
  • Focus Partners Wealth bought 81,875 AES shares in Q1 2026, an estimated $1.22M.
  • AES made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #595 holding.
  • Focus Partners Wealth first reported a position in AES in Q4 2023 and has held it in 10 quarters since.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.