FFA
AES icon

Frazier Financial Advisors’s AES AES Stock Holding History

Frazier Financial 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 		– Sell
-853
Closed -$12.2K – 838
2025
Q4 		$12.2K Hold
853
– – 0.01% 328
2025
Q3 		$11.2K Hold
853
– – 0.01% 335
2025
Q2 		$8.97K Sell
853
-30
-3% -$321 0.01% 365
2025
Q1 		$11K Hold
883
– – 0.01% 318
2024
Q4 		$11.2K Sell
883
-6,100
-87% -$91.1K 0.01% 317
2024
Q3 		$140K Buy
6,983
+4,300
+160% +$76.1K 0.11% 74
2024
Q2 		$47.1K Buy
+2,683
New +$51K 0.04% 161

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

Frazier Financial Advisors's AES Position: Q1 2026 in Review

Frazier Financial Advisors sold out of AES (AES) in Q1 2026, closing a stake of 853 shares — an estimated $12.2K sold.

Frazier Financial Advisors first reported a position in AES in Q2 2024 and held it in 7 quarters. The position peaked at $140K in Q3 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Frazier Financial Advisors reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 853 AES shares in Q1 2026, an estimated $12.2K.
  • Frazier Financial Advisors first reported a position in AES in Q2 2024 and held it in 7 quarters.
  • Frazier Financial Advisors's AES position peaked at $140K in Q3 2024.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.