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MinichMacGregor Wealth Management’s AES AES Stock Holding History

MinichMacGregor 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
-16,772
Closed -$241K – 138
2025
Q4 		$241K Buy
+16,772
New +$236K 0.04% 118
2018
Q4 		– Sell
-8,618
Closed -$121K – 99
2018
Q3 		$121K Buy
+8,618
New +$116K 0.08% 71

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

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

MinichMacGregor Wealth Management sold out of AES (AES) in Q1 2026, closing a stake of 16,772 shares — an estimated $241K sold.

MinichMacGregor Wealth Management first reported a position in AES in Q3 2018 and held it in 2 quarters. The position peaked at $241K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • MinichMacGregor Wealth Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 16,772 AES shares in Q1 2026, an estimated $241K.
  • MinichMacGregor Wealth Management first reported a position in AES in Q3 2018 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's AES position peaked at $241K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.