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One Capital Management’s AES AES Stock Holding History

One Capital 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 		$695K Hold
49,325
– – 0.02% 347
2025
Q4 		$707K Sell
49,325
-3,000
-6% -$42.3K 0.02% 338
2025
Q3 		$689K Hold
52,325
– – 0.02% 327
2025
Q2 		$550K Sell
52,325
-1,100
-2% -$11.8K 0.02% 353
2025
Q1 		$664K Buy
53,425
+3,600
+7% +$41.6K 0.02% 258
2024
Q4 		$641K Buy
49,825
+39,300
+373% +$587K 0.02% 246
2024
Q3 		$211K Sell
10,525
-600
-5% -$10.6K 0.01% 363
2024
Q2 		$195K Buy
+11,125
New +$212K 0.01% 371

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

One Capital Management's AES Position: Q1 2026 in Review

One Capital Management held its AES (AES) position steady in Q1 2026 at 49,325 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #347.

One Capital Management first reported a position in AES in Q2 2024 and has held it in 8 quarters since. The position peaked at $707K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • One Capital Management held 49,325 shares of AES worth $695K as of Q1 2026.
  • One Capital Management left its AES share count unchanged in Q1 2026.
  • AES made up 0.02% of One Capital Management's portfolio in Q1 2026, its #347 holding.
  • One Capital Management first reported a position in AES in Q2 2024 and has held it in 8 quarters since.
  • One Capital Management's AES position peaked at $707K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.