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Pinnacle Wealth Planning Services’s AES AES Stock Holding History

Pinnacle Wealth Planning Services’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 		$17.4K Buy
1,233
+136
+12% +$2.02K ﹤0.01% 1767
2025
Q4 		$15.7K Buy
+1,097
New +$15.5K ﹤0.01% 1827
2021
Q1 		– Sell
-1,240
Closed -$29K – 375
2020
Q4 		$29K Buy
+1,240
New +$25.8K 0.01% 1006

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

Pinnacle Wealth Planning Services's AES Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its AES (AES) stake by 12% in Q1 2026, buying an estimated $2.02K and bringing the position to 1,233 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Pinnacle Wealth Planning Services first reported a position in AES in Q4 2020 and has held it in 3 quarters since. The position peaked at $29K in Q4 2020. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,233 shares of AES worth $17.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 136 AES shares in Q1 2026, an estimated $2.02K.
  • AES made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1767 holding.
  • Pinnacle Wealth Planning Services first reported a position in AES in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's AES position peaked at $29K in Q4 2020.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.