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Mowery & Schoenfeld Wealth Management’s AES AES Stock Holding History

Mowery & Schoenfeld 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
-126
Closed -$1.81K – 362
2025
Q4 		$1.81K Buy
+126
New +$1.78K ﹤0.01% 400
2025
Q1 		– Sell
-109
Closed -$1.4K – 460
2024
Q4 		$1.4K Buy
+109
New +$1.63K ﹤0.01% 427

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

Mowery & Schoenfeld Wealth Management's AES Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of AES (AES) in Q1 2026, closing a stake of 126 shares — an estimated $1.81K sold.

Mowery & Schoenfeld Wealth Management first reported a position in AES in Q4 2024 and held it in 2 quarters. The position peaked at $1.81K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 126 AES shares in Q1 2026, an estimated $1.81K.
  • Mowery & Schoenfeld Wealth Management first reported a position in AES in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's AES position peaked at $1.81K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.