Legacy Advisory Services’s AES AES Stock Holding History

Legacy Advisory Services’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	-15,393	Closed	-$221K	–	51
2025 Q4	$221K	Hold	15,393	–	–	0.17%	46
2025 Q3	$203K	Hold	15,393	–	–	0.15%	49
2025 Q2	$162K	Hold	15,393	–	–	0.13%	45
2025 Q1	$191K	Buy	+15,393	New	+$178K	0.16%	50

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Legacy Advisory Services's AES Position: Q1 2026 in Review

Legacy Advisory Services sold out of AES (AES) in Q1 2026, closing a stake of 15,393 shares — an estimated $221K sold.

Legacy Advisory Services first reported a position in AES in Q1 2025 and held it in 4 quarters. The position peaked at $221K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Legacy Advisory Services reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Legacy Advisory Services sold 15,393 AES shares in Q1 2026, an estimated $221K.
Legacy Advisory Services first reported a position in AES in Q1 2025 and held it in 4 quarters.
Legacy Advisory Services's AES position peaked at $221K in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.