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IRON Financial’s AES AES Stock Holding History

IRON Financial’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
-15,960
Closed -$229K – 146
2025
Q4 		$229K Sell
15,960
-39
-0.2% -$550 0.11% 117
2025
Q3 		$211K Buy
+15,999
New +$208K 0.1% 129
2023
Q1 		– Sell
-6,973
Closed -$201K – 99
2022
Q4 		$201K Buy
+6,973
New +$188K 0.12% 90
2022
Q3 		– Sell
-17,202
Closed -$361K – 94
2022
Q2 		$361K Buy
17,202
+473
+3% +$10.3K 0.19% 70
2022
Q1 		$430K Buy
+16,729
New +$378K 0.2% 68

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

IRON Financial's AES Position: Q1 2026 in Review

IRON Financial sold out of AES (AES) in Q1 2026, closing a stake of 15,960 shares — an estimated $229K sold.

IRON Financial first reported a position in AES in Q1 2022 and held it in 5 quarters. The position peaked at $430K in Q1 2022. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • IRON Financial reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • IRON Financial sold 15,960 AES shares in Q1 2026, an estimated $229K.
  • IRON Financial first reported a position in AES in Q1 2022 and held it in 5 quarters.
  • IRON Financial's AES position peaked at $430K in Q1 2022.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.