JWM
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Jeppson Wealth Management’s AES AES Stock Holding History

Jeppson 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 		$161K Hold
11,421
– – 0.05% 229
2025
Q4 		$164K Hold
11,421
– – 0.05% 219
2025
Q3 		$150K Buy
+11,421
New +$148K 0.05% 217
2020
Q4 		– Sell
-1,220
Closed -$22K – 143
2020
Q3 		$22K Buy
+1,220
New +$20.4K 0.02% 322

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

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

Jeppson Wealth Management held its AES (AES) position steady in Q1 2026 at 11,421 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #229.

Jeppson Wealth Management first reported a position in AES in Q3 2020 and has held it in 4 quarters since. The position peaked at $164K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Jeppson Wealth Management held 11,421 shares of AES worth $161K as of Q1 2026.
  • Jeppson Wealth Management left its AES share count unchanged in Q1 2026.
  • AES made up 0.05% of Jeppson Wealth Management's portfolio in Q1 2026, its #229 holding.
  • Jeppson Wealth Management first reported a position in AES in Q3 2020 and has held it in 4 quarters since.
  • Jeppson Wealth Management's AES position peaked at $164K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.