Mather Group
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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
Q3 		$485K Buy
32,582
+4,334
+15% +$64K ﹤0.01% 551
2026
Q2 		$414K Sell
28,248
-5,642
-17% -$82K ﹤0.01% 588
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Mather Group's AES Position: Q3 2026 in Review

Mather Group increased its AES (AES) stake by 15% in Q3 2026, buying an estimated $64K and bringing the position to 32,582 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Mather Group first reported a position in AES in Q1 2024 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Mather Group held 32,582 shares of AES worth $485K as of Q3 2026.
  • Mather Group bought 4,334 AES shares in Q3 2026, an estimated $64K.
  • AES made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #551 holding.
  • Mather Group first reported a position in AES in Q1 2024 and has held it in 10 quarters since.
  • 135 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.