IHT Wealth Management’s AES AES Stock Holding History

IHT 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	$208K	Buy	14,778 +3,058	+26%	+$45.5K	﹤0.01%	1179
2025 Q4	$168K	Sell	11,720 -224	-2%	-$3.16K	﹤0.01%	1144
2025 Q3	$157K	Sell	11,944 -1,639	-12%	-$21.3K	﹤0.01%	1133
2025 Q2	$143K	Buy	+13,583	New	+$145K	﹤0.01%	1115
2024 Q4	–	Sell	-15,186	Closed	-$306K	–	1080
2024 Q3	$306K	Buy	+15,186	New	+$269K	0.01%	906
2024 Q1	–	Sell	-10,035	Closed	-$193K	–	1010
2023 Q4	$193K	Buy	+10,035	New	+$163K	0.01%	914
2018 Q2	–	Sell	-1,920	Closed	-$22K	–	429
2018 Q1	$22K	Hold	1,920	–	–	0.01%	933
2017 Q4	$21K	Hold	1,920	–	–	0.01%	969
2017 Q3	$22K	Hold	1,920	–	–	0.01%	741
2017 Q2	$21	Buy	+1,920	New	+$22.1K	0.01%	764

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

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

IHT Wealth Management increased its AES (AES) stake by 26% in Q1 2026, buying an estimated $45.5K and bringing the position to 14,778 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

IHT Wealth Management first reported a position in AES in Q2 2017 and has held it in 10 quarters since. The position peaked at $306K in Q3 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

IHT Wealth Management held 14,778 shares of AES worth $208K as of Q1 2026.
IHT Wealth Management bought 3,058 AES shares in Q1 2026, an estimated $45.5K.
AES made up ﹤0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1179 holding.
IHT Wealth Management first reported a position in AES in Q2 2017 and has held it in 10 quarters since.
IHT Wealth Management's AES position peaked at $306K in Q3 2024.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.