LFG
AES icon

Larson Financial Group’s AES AES Stock Holding History

Larson 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 		$32.6K Sell
2,317
-199
-8% -$2.96K ﹤0.01% 1585
2025
Q4 		$36.1K Buy
2,516
+2,009
+396% +$28.3K ﹤0.01% 1412
2025
Q3 		$6.67K Buy
507
+384
+312% +$4.99K ﹤0.01% 2238
2025
Q2 		$1.29K Sell
123
-5
-4% -$54 ﹤0.01% 2560
2025
Q1 		$1.59K Buy
128
+6
+5% +$69 ﹤0.01% 2236
2024
Q4 		$1.57K Sell
122
-33
-21% -$493 ﹤0.01% 1932
2024
Q3 		$3.11K Sell
155
-262
-63% -$4.63K ﹤0.01% 1767
2024
Q2 		$7.33K Buy
417
+406
+3,691% +$7.72K ﹤0.01% 1348
2024
Q1 		$197 Hold
11
– – ﹤0.01% 1638
2023
Q4 		$212 Buy
11
+3
+38% +$49 ﹤0.01% 1651
2023
Q3 		$122 Buy
+8
New +$152 ﹤0.01% 1651
2022
Q3 		– Sell
-129
Closed -$3K – 1286
2022
Q2 		$3K Buy
+129
New +$2.81K ﹤0.01% 935
2021
Q2 		– Sell
-22
Closed -$1K – 819
2021
Q1 		$1K Hold
22
– – ﹤0.01% 739
2020
Q4 		$1K Hold
22
– – ﹤0.01% 667
2020
Q3 		$0 Hold
22
– – ﹤0.01% 715
2020
Q2 		$0 Hold
22
– – ﹤0.01% 679
2020
Q1 		$0 Hold
22
– – ﹤0.01% 533
2019
Q4 		$0 Hold
22
– – ﹤0.01% 568
2019
Q3 		$0 Hold
22
– – ﹤0.01% 541
2019
Q2 		$0 Buy
+22
New +$373 ﹤0.01% 490

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

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

Larson Financial Group reduced its AES (AES) stake by 7.9% in Q1 2026, selling an estimated $2.96K and leaving 2,317 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Larson Financial Group first reported a position in AES in Q2 2019 and has held it in 20 quarters since. The position peaked at $36.1K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Larson Financial Group held 2,317 shares of AES worth $32.6K as of Q1 2026.
  • Larson Financial Group sold 199 AES shares in Q1 2026, an estimated $2.96K.
  • AES made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1585 holding.
  • Larson Financial Group first reported a position in AES in Q2 2019 and has held it in 20 quarters since.
  • Larson Financial Group's AES position peaked at $36.1K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.