Jeppson Wealth Management
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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
Q3 		$172K Buy
11,541
+120
+1% +$1.77K 0.05% 240
2026
Q2 		$167K Hold
11,421
– – 0.05% 237
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Jeppson Wealth Management's AES Position: Q3 2026 in Review

Jeppson Wealth Management increased its AES (AES) stake by 1.1% in Q3 2026, buying an estimated $1.77K and bringing the position to 11,541 shares worth $172K. The position accounts for 0.05% of the portfolio, ranked #240.

Jeppson Wealth Management first reported a position in AES in Q3 2020 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Jeppson Wealth Management held 11,541 shares of AES worth $172K as of Q3 2026.
  • Jeppson Wealth Management bought 120 AES shares in Q3 2026, an estimated $1.77K.
  • AES made up 0.05% of Jeppson Wealth Management's portfolio in Q3 2026, its #240 holding.
  • Jeppson Wealth Management first reported a position in AES in Q3 2020 and has held it in 6 quarters since.
  • 320 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.