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Mirabella Financial Services’s AES AES Stock Holding History

Mirabella Financial Services’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 		$3.85M Buy
273,124
+220,927
+423% +$3.29M 0.36% 26
2025
Q4 		$749K Buy
+52,197
New +$736K 0.07% 152
2024
Q3 		– Sell
-43,517
Closed -$765K – 160
2024
Q2 		$765K Buy
+43,517
New +$827K 0.06% 194
2023
Q4 		– Sell
-32,700
Closed -$497K – 420
2023
Q3 		$497K Buy
+32,700
New +$623K 0.07% 220
2021
Q2 		– Sell
-12,163
Closed -$327K – 288
2021
Q1 		$327K Buy
+12,163
New +$324K 0.1% 157

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

Mirabella Financial Services's AES Position: Q1 2026 in Review

Mirabella Financial Services increased its AES (AES) stake by 423% in Q1 2026, buying an estimated $3.29M and bringing the position to 273,124 shares worth $3.85M. The position accounts for 0.36% of the portfolio, ranked #26.

Mirabella Financial Services first reported a position in AES in Q1 2021 and has held it in 5 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Mirabella Financial Services held 273,124 shares of AES worth $3.85M as of Q1 2026.
  • Mirabella Financial Services bought 220,927 AES shares in Q1 2026, an estimated $3.29M.
  • AES made up 0.36% of Mirabella Financial Services's portfolio in Q1 2026, its #26 holding.
  • Mirabella Financial Services first reported a position in AES in Q1 2021 and has held it in 5 quarters since.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.