Larson Financial Group
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
Q3 		$51.9K Buy
3,483
+371
+12% +$5.48K ﹤0.01% 1592
2026
Q2 		$45.6K Buy
3,112
+795
+34% +$11.6K ﹤0.01% 1562
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% -$4.64K ﹤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 +$2.82K ﹤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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Larson Financial Group's AES Position: Q3 2026 in Review

Larson Financial Group increased its AES (AES) stake by 12% in Q3 2026, buying an estimated $5.48K and bringing the position to 3,483 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Larson Financial Group first reported a position in AES in Q2 2019 and has held it in 22 quarters since. 533 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Larson Financial Group held 3,483 shares of AES worth $51.9K as of Q3 2026.
  • Larson Financial Group bought 371 AES shares in Q3 2026, an estimated $5.48K.
  • AES made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1592 holding.
  • Larson Financial Group first reported a position in AES in Q2 2019 and has held it in 22 quarters since.
  • 533 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.