IMG Wealth Management’s AES AES Stock Holding History

IMG 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	–	Sell	-138	Closed	-$1.98K	–	510
2025 Q4	$1.98K	Hold	138	–	–	﹤0.01%	521
2025 Q3	$1.82K	Hold	138	–	–	﹤0.01%	456
2025 Q2	$1.45K	Buy	+138	New	+$1.48K	﹤0.01%	458

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

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

IMG Wealth Management sold out of AES (AES) in Q1 2026, closing a stake of 138 shares — an estimated $1.98K sold.

IMG Wealth Management first reported a position in AES in Q2 2025 and held it in 3 quarters. The position peaked at $1.98K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

IMG Wealth Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
IMG Wealth Management sold 138 AES shares in Q1 2026, an estimated $1.98K.
IMG Wealth Management first reported a position in AES in Q2 2025 and held it in 3 quarters.
IMG Wealth Management's AES position peaked at $1.98K in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

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