Merit Financial Group
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Merit Financial Group’s AES AES Stock Holding History

Merit Financial 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 		$613K Sell
41,157
-4,487
-10% -$66.3K ﹤0.01% 1446
2026
Q2 		$669K Buy
45,644
+9,596
+27% +$139K ﹤0.01% 1319
2026
Q1 		$508K Sell
36,048
-3,568
-9% -$53.1K ﹤0.01% 1367
2025
Q4 		$568K Buy
39,616
+15,481
+64% +$218K ﹤0.01% 1234
2025
Q3 		$318K Sell
24,135
-2,342
-9% -$30.4K ﹤0.01% 1416
2025
Q2 		$279K Buy
+26,477
New +$283K ﹤0.01% 1381

Other funds holding AES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Merit Financial Group's AES Position: Q3 2026 in Review

Merit Financial Group reduced its AES (AES) stake by 9.8% in Q3 2026, selling an estimated $66.3K and leaving 41,157 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Merit Financial Group first reported a position in AES in Q2 2025 and has held it in 6 quarters since. The position peaked at $669K in Q2 2026. 533 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Merit Financial Group held 41,157 shares of AES worth $613K as of Q3 2026.
  • Merit Financial Group sold 4,487 AES shares in Q3 2026, an estimated $66.3K.
  • AES made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1446 holding.
  • Merit Financial Group first reported a position in AES in Q2 2025 and has held it in 6 quarters since.
  • Merit Financial Group's AES position peaked at $669K in Q2 2026.
  • 533 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.