Physician Wealth Advisors’s AES AES Stock Holding History

Physician Wealth Advisors’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	$5.47K	Hold	388	–	–	﹤0.01%	979
2025 Q4	$5.56K	Hold	388	–	–	﹤0.01%	950
2025 Q3	$5.11K	Hold	388	–	–	﹤0.01%	920
2025 Q2	$4.08K	Buy	+388	New	+$4.15K	﹤0.01%	851
2025 Q1	–	Sell	-50	Closed	-$644	–	1440
2024 Q4	$644	Buy	+50	New	+$747	﹤0.01%	1071

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Physician Wealth Advisors's AES Position: Q1 2026 in Review

Physician Wealth Advisors held its AES (AES) position steady in Q1 2026 at 388 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Physician Wealth Advisors first reported a position in AES in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.56K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Physician Wealth Advisors held 388 shares of AES worth $5.47K as of Q1 2026.
Physician Wealth Advisors left its AES share count unchanged in Q1 2026.
AES made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #979 holding.
Physician Wealth Advisors first reported a position in AES in Q4 2024 and has held it in 5 quarters since.
Physician Wealth Advisors's AES position peaked at $5.56K in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.