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Mather Group’s AES AES Stock Holding History

Mather 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 		$478K Buy
33,890
+18,777
+124% +$280K ﹤0.01% 497
2025
Q4 		$217K Buy
15,113
+4,722
+45% +$66.6K ﹤0.01% 609
2025
Q3 		$137K Buy
+10,391
New +$135K ﹤0.01% 707
2025
Q2 		– Sell
-9,041
Closed -$112K – 631
2025
Q1 		$112K Buy
9,041
+7,157
+380% +$82.8K ﹤0.01% 722
2024
Q4 		$24.2K Sell
1,884
-3,197
-63% -$47.7K ﹤0.01% 1040
2024
Q3 		$102K Sell
5,081
-920
-15% -$16.3K ﹤0.01% 732
2024
Q2 		$108K Buy
6,001
+1,864
+45% +$35.4K ﹤0.01% 789
2024
Q1 		$79.6K Buy
+4,137
New +$69.1K ﹤0.01% 765

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

Mather Group's AES Position: Q1 2026 in Review

Mather Group increased its AES (AES) stake by 124% in Q1 2026, buying an estimated $280K and bringing the position to 33,890 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Mather Group first reported a position in AES in Q1 2024 and has held it in 8 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Mather Group held 33,890 shares of AES worth $478K as of Q1 2026.
  • Mather Group bought 18,777 AES shares in Q1 2026, an estimated $280K.
  • AES made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #497 holding.
  • Mather Group first reported a position in AES in Q1 2024 and has held it in 8 quarters since.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.