HBW
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Hazlett, Burt & Watson’s AES AES Stock Holding History

Hazlett, Burt & Watson’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
-135
Closed -$2K – 907
2025
Q4 		$2K Buy
+135
New +$1.9K ﹤0.01% 850

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

Hazlett, Burt & Watson's AES Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of AES (AES) in Q1 2026, closing a stake of 135 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in AES in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 135 AES shares in Q1 2026, an estimated $2K.
  • Hazlett, Burt & Watson first reported a position in AES in Q4 2025 and held it in 1 quarter.
  • Hazlett, Burt & Watson's AES position peaked at $2K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.