HWM
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HB Wealth Management’s AES AES Stock Holding History

HB Wealth Management’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 		$561K Buy
39,784
+2,641
+7% +$39.3K ﹤0.01% 924
2025
Q4 		$533K Buy
37,143
+2,482
+7% +$35K ﹤0.01% 881
2025
Q3 		$456K Buy
34,661
+6,017
+21% +$78.2K ﹤0.01% 901
2025
Q2 		$301K Buy
28,644
+10,356
+57% +$111K ﹤0.01% 937
2025
Q1 		$227K Buy
18,288
+2,997
+20% +$34.7K ﹤0.01% 1089
2024
Q4 		$197K Sell
15,291
-10,757
-41% -$161K ﹤0.01% 984
2024
Q3 		$523K Buy
26,048
+3,757
+17% +$66.5K 0.01% 571
2024
Q2 		$392K Buy
22,291
+4,038
+22% +$76.8K ﹤0.01% 617
2024
Q1 		$327K Buy
18,253
+2,744
+18% +$45.9K ﹤0.01% 632
2023
Q4 		$299K Buy
+15,509
New +$252K ﹤0.01% 615

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

HB Wealth Management's AES Position: Q1 2026 in Review

HB Wealth Management increased its AES (AES) stake by 7.1% in Q1 2026, buying an estimated $39.3K and bringing the position to 39,784 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

HB Wealth Management 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.

  • HB Wealth Management held 39,784 shares of AES worth $561K as of Q1 2026.
  • HB Wealth Management bought 2,641 AES shares in Q1 2026, an estimated $39.3K.
  • AES made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #924 holding.
  • HB Wealth Management 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 HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.