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Phillips Wealth Planners’s AES AES Stock Holding History

Phillips Wealth Planners’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
-14,875
Closed -$212K – 211
2025
Q4 		$212K Buy
14,875
+240
+2% +$3.38K 0.17% 182
2025
Q3 		$209K Sell
14,635
-5,054
-26% -$65.6K 0.17% 193
2025
Q2 		$218K Sell
19,689
-4,057
-17% -$43.4K 0.2% 175
2025
Q1 		$245K Buy
23,746
+13,312
+128% +$154K 0.26% 140
2024
Q4 		$125K Sell
10,434
-13,819
-57% -$206K 0.13% 176
2024
Q3 		$434K Sell
24,253
-622
-3% -$11K 0.42% 77
2024
Q2 		$446K Sell
24,875
-407
-2% -$7.74K 0.47% 74
2024
Q1 		$402K Buy
25,282
+489
+2% +$8.17K 0.46% 77
2023
Q4 		$431K Sell
24,793
-884
-3% -$14.4K 0.52% 64
2023
Q3 		$355K Buy
25,677
+5,283
+26% +$101K 0.48% 78
2023
Q2 		$423K Sell
20,394
-713
-3% -$15.7K 0.55% 65
2023
Q1 		$489K Buy
+21,107
New +$536K 0.65% 50

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

Phillips Wealth Planners's AES Position: Q1 2026 in Review

Phillips Wealth Planners sold out of AES (AES) in Q1 2026, closing a stake of 14,875 shares — an estimated $212K sold.

Phillips Wealth Planners first reported a position in AES in Q1 2023 and held it in 12 quarters. The position peaked at $489K in Q1 2023. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Phillips Wealth Planners reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 14,875 AES shares in Q1 2026, an estimated $212K.
  • Phillips Wealth Planners first reported a position in AES in Q1 2023 and held it in 12 quarters.
  • Phillips Wealth Planners's AES position peaked at $489K in Q1 2023.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.