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Independent Financial Group’s AES AES Stock Holding History

Independent Financial Group’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
-13,093
Closed -$188K – 1449
2025
Q4 		$188K Sell
13,093
-1,362
-9% -$19.2K ﹤0.01% 1354
2025
Q3 		$190K Sell
14,455
-78,140
-84% -$1.01M ﹤0.01% 1301
2025
Q2 		$974K Sell
92,595
-4,747
-5% -$50.8K 0.03% 552
2025
Q1 		$1.21M Buy
+97,342
New +$1.13M 0.04% 430

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Independent Financial Group's AES Position: Q1 2026 in Review

Independent Financial Group sold out of AES (AES) in Q1 2026, closing a stake of 13,093 shares — an estimated $188K sold.

Independent Financial Group first reported a position in AES in Q1 2025 and held it in 4 quarters. The position peaked at $1.21M in Q1 2025. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Independent Financial Group reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 13,093 AES shares in Q1 2026, an estimated $188K.
  • Independent Financial Group first reported a position in AES in Q1 2025 and held it in 4 quarters.
  • Independent Financial Group's AES position peaked at $1.21M in Q1 2025.
  • 750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.