MWA
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Medallion Wealth Advisors’s AES AES Stock Holding History

Medallion Wealth Advisors’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 		$9.86K Hold
700
– – ﹤0.01% 765
2025
Q4 		$10K Hold
700
– – ﹤0.01% 748
2025
Q3 		$9.21K Hold
700
– – ﹤0.01% 759
2025
Q2 		$7.54K Hold
700
– – ﹤0.01% 773
2025
Q1 		$8.66K Hold
700
– – ﹤0.01% 707
2024
Q4 		$9.01K Buy
+700
New +$10.5K ﹤0.01% 680

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

Medallion Wealth Advisors's AES Position: Q1 2026 in Review

Medallion Wealth Advisors held its AES (AES) position steady in Q1 2026 at 700 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Medallion Wealth Advisors first reported a position in AES in Q4 2024 and has held it in 6 quarters since. The position peaked at $10K in Q4 2025. 748 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Medallion Wealth Advisors held 700 shares of AES worth $9.86K as of Q1 2026.
  • Medallion Wealth Advisors left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #765 holding.
  • Medallion Wealth Advisors first reported a position in AES in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's AES position peaked at $10K in Q4 2025.
  • 748 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.