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Mark Sheptoff Financial Planning’s AES AES Stock Holding History

Mark Sheptoff Financial Planning’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 		$5.75K Buy
+400
New +$5.96K ﹤0.01% 422
2025
Q3 		– Sell
-2,300
Closed -$24.2K – 486
2025
Q2 		$24.2K Hold
2,300
– – 0.01% 253
2025
Q1 		$28.6K Buy
+2,300
New +$26.6K 0.02% 212

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

Mark Sheptoff Financial Planning's AES Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in AES (AES) in Q1 2026: 400 shares worth $5.75K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in AES as recently as Q2 2025.

Mark Sheptoff Financial Planning first reported a position in AES in Q1 2025 and has held it in 3 quarters since. The position peaked at $28.6K in Q1 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Mark Sheptoff Financial Planning held 400 shares of AES worth $5.75K as of Q1 2026.
  • AES was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • AES made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #422 holding.
  • Mark Sheptoff Financial Planning first reported a position in AES in Q1 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's AES position peaked at $28.6K in Q1 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.