MFG Wealth Management’s AES AES Stock Holding History

MFG Wealth Management’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	–	Sell	-165,398	Closed	-$2.37M	–	63
2025 Q4	$2.37M	Buy	165,398 +62,618	+61%	+$883K	1.85%	22
2025 Q3	$1.35M	Buy	+102,780	New	+$1.33M	1.02%	53

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MFG Wealth Management's AES Position: Q1 2026 in Review

MFG Wealth Management sold out of AES (AES) in Q1 2026, closing a stake of 165,398 shares — an estimated $2.37M sold.

MFG Wealth Management first reported a position in AES in Q3 2025 and held it in 2 quarters. The position peaked at $2.37M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

MFG Wealth Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
MFG Wealth Management sold 165,398 AES shares in Q1 2026, an estimated $2.37M.
MFG Wealth Management first reported a position in AES in Q3 2025 and held it in 2 quarters.
MFG Wealth Management's AES position peaked at $2.37M in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on MFG Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.