Heritage Wealth Advisors’s AES AES Stock Holding History

Heritage Wealth 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	$103K	Buy	7,283 +5,408	+288%	+$80.5K	﹤0.01%	251
2025 Q4	$26.9K	Hold	1,875	–	–	﹤0.01%	378
2025 Q3	$24.7K	Hold	1,875	–	–	﹤0.01%	359
2025 Q2	$19.7K	Hold	1,875	–	–	﹤0.01%	375
2025 Q1	$23.3K	Sell	1,875 -154	-8%	-$1.78K	﹤0.01%	355
2024 Q4	$26.1K	Buy	2,029 +27	+1%	+$403	﹤0.01%	367
2024 Q3	$40.2K	Buy	2,002 +127	+7%	+$2.25K	﹤0.01%	346
2024 Q2	$32.9K	Hold	1,875	–	–	﹤0.01%	347
2024 Q1	$33.6K	Hold	1,875	–	–	﹤0.01%	362
2023 Q4	$36.1K	Hold	1,875	–	–	﹤0.01%	364
2023 Q3	$28.5K	Hold	1,875	–	–	﹤0.01%	353
2023 Q2	$38.9K	Hold	1,875	–	–	﹤0.01%	345
2023 Q1	$45.1K	Hold	1,875	–	–	﹤0.01%	333
2022 Q4	$53.9K	Hold	1,875	–	–	﹤0.01%	317
2022 Q3	$42.4K	Hold	1,875	–	–	﹤0.01%	312
2022 Q2	$39K	Hold	1,875	–	–	﹤0.01%	346
2022 Q1	$48K	Hold	1,875	–	–	﹤0.01%	318
2021 Q4	$46K	Hold	1,875	–	–	﹤0.01%	335
2021 Q3	$42.8K	Hold	1,875	–	–	﹤0.01%	331
2021 Q2	$48.9K	Hold	1,875	–	–	﹤0.01%	326
2021 Q1	$50.3K	Hold	1,875	–	–	﹤0.01%	333
2020 Q4	$44K	Hold	1,875	–	–	﹤0.01%	335
2020 Q3	$34K	Hold	1,875	–	–	﹤0.01%	305
2020 Q2	$27.2K	Buy	+1,875	New	+$24.6K	﹤0.01%	303

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

Heritage Wealth Advisors's AES Position: Q1 2026 in Review

Heritage Wealth Advisors increased its AES (AES) stake by 288% in Q1 2026, buying an estimated $80.5K and bringing the position to 7,283 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Heritage Wealth Advisors first reported a position in AES in Q2 2020 and has held it in 24 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Heritage Wealth Advisors held 7,283 shares of AES worth $103K as of Q1 2026.
Heritage Wealth Advisors bought 5,408 AES shares in Q1 2026, an estimated $80.5K.
AES made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #251 holding.
Heritage Wealth Advisors first reported a position in AES in Q2 2020 and has held it in 24 quarters since.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.