IAA
AES icon

Independent Advisor Alliance’s AES AES Stock Holding History

Independent Advisor Alliance’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
-78,495
Closed -$1.13M – 1597
2025
Q4 		$1.13M Buy
+78,495
New +$1.11M 0.03% 439
2020
Q1 		– Sell
-21,254
Closed -$423K – 431
2019
Q4 		$423K Buy
21,254
+87
+0.4% +$1.56K 0.02% 570
2019
Q3 		$346K Sell
21,167
-30,263
-59% -$487K 0.04% 305
2019
Q2 		$862K Buy
51,430
+13,909
+37% +$236K 0.12% 159
2019
Q1 		$678K Buy
37,521
+1,979
+6% +$33.3K 0.1% 188
2018
Q4 		$514K Sell
35,542
-933
-3% -$14K 0.09% 190
2018
Q3 		$512K Buy
+36,475
New +$491K 0.09% 187

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

Independent Advisor Alliance's AES Position: Q1 2026 in Review

Independent Advisor Alliance sold out of AES (AES) in Q1 2026, closing a stake of 78,495 shares — an estimated $1.13M sold.

Independent Advisor Alliance first reported a position in AES in Q3 2018 and held it in 7 quarters. The position peaked at $1.13M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Independent Advisor Alliance reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 78,495 AES shares in Q1 2026, an estimated $1.13M.
  • Independent Advisor Alliance first reported a position in AES in Q3 2018 and held it in 7 quarters.
  • Independent Advisor Alliance's AES position peaked at $1.13M in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.