PCS
AES icon

Personal CFO Solutions’s AES AES Stock Holding History

Personal CFO Solutions’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
-18,487
Closed -$265K – 524
2025
Q4 		$265K Sell
18,487
-1,348
-7% -$19K 0.04% 413
2025
Q3 		$261K Sell
19,835
-974
-5% -$12.7K 0.05% 396
2025
Q2 		$219K Buy
+20,809
New +$223K 0.04% 441
2024
Q4 		– Sell
-26,833
Closed -$538K – 459
2024
Q3 		$538K Buy
26,833
+2,808
+12% +$49.7K 0.08% 248
2024
Q2 		$422K Buy
+24,025
New +$457K 0.06% 289
2022
Q3 		– Sell
-13,507
Closed -$284K – 416
2022
Q2 		$284K Buy
+13,507
New +$295K 0.07% 278
2020
Q2 		– Sell
-13,556
Closed -$184K – 314
2020
Q1 		$184K Buy
13,556
+553
+4% +$9.91K 0.07% 245
2019
Q4 		$280K Buy
13,003
+34
+0.3% +$608 0.08% 229
2019
Q3 		$212K Buy
+12,969
New +$209K 0.08% 260

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

Personal CFO Solutions's AES Position: Q1 2026 in Review

Personal CFO Solutions sold out of AES (AES) in Q1 2026, closing a stake of 18,487 shares — an estimated $265K sold.

Personal CFO Solutions first reported a position in AES in Q3 2019 and held it in 9 quarters. The position peaked at $538K in Q3 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Personal CFO Solutions reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 18,487 AES shares in Q1 2026, an estimated $265K.
  • Personal CFO Solutions first reported a position in AES in Q3 2019 and held it in 9 quarters.
  • Personal CFO Solutions's AES position peaked at $538K in Q3 2024.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.