HIA
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HFM Investment Advisors’s AES AES Stock Holding History

HFM Investment 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 		$268 Hold
19
– – ﹤0.01% 904
2025
Q4 		$273 Sell
19
-5
-21% -$70 ﹤0.01% 926
2025
Q3 		$316 Buy
24
+10
+71% +$130 ﹤0.01% 845
2025
Q2 		$147 Buy
14
+8
+133% +$86 ﹤0.01% 1070
2025
Q1 		$75 Buy
+6
New +$69 ﹤0.01% 942

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

HFM Investment Advisors's AES Position: Q1 2026 in Review

HFM Investment Advisors held its AES (AES) position steady in Q1 2026 at 19 shares worth $268. The position accounts for ﹤0.01% of the portfolio, ranked #904.

HFM Investment Advisors first reported a position in AES in Q1 2025 and has held it in 5 quarters since. The position peaked at $316 in Q3 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • HFM Investment Advisors held 19 shares of AES worth $268 as of Q1 2026.
  • HFM Investment Advisors left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #904 holding.
  • HFM Investment Advisors first reported a position in AES in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's AES position peaked at $316 in Q3 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.