GoalVest Advisory’s AES AES Stock Holding History

GoalVest Advisory’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	-614	Closed	-$8.8K	–	447
2025 Q4	$8.8K	Buy	+614	New	+$8.65K	﹤0.01%	428
2022 Q2	–	Sell	-17	Closed	–	–	304
2022 Q1	$0	Buy	+17	New	+$384	﹤0.01%	375

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

GoalVest Advisory's AES Position: Q1 2026 in Review

GoalVest Advisory sold out of AES (AES) in Q1 2026, closing a stake of 614 shares — an estimated $8.8K sold.

GoalVest Advisory first reported a position in AES in Q1 2022 and held it in 2 quarters. The position peaked at $8.8K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

GoalVest Advisory reported no remaining AES position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 614 AES shares in Q1 2026, an estimated $8.8K.
GoalVest Advisory first reported a position in AES in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's AES position peaked at $8.8K in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.