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Garton & Associates Financial Advisors’s AES AES Stock Holding History

Garton & Associates 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
-382
Closed -$5.48K – 135
2025
Q4 		$5.48K Buy
+382
New +$5.38K ﹤0.01% 974

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Garton & Associates Financial Advisors's AES Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of AES (AES) in Q1 2026, closing a stake of 382 shares — an estimated $5.48K sold.

Garton & Associates Financial Advisors first reported a position in AES in Q4 2025 and held it in 1 quarter. The position peaked at $5.48K in Q4 2025. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 382 AES shares in Q1 2026, an estimated $5.48K.
  • Garton & Associates Financial Advisors first reported a position in AES in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's AES position peaked at $5.48K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.