Prestige Wealth Management Group’s AES AES Stock Holding History

Prestige Wealth Management Group’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	$6.82K	Hold	484	–	–	﹤0.01%	495
2025 Q4	$6.94K	Hold	484	–	–	﹤0.01%	510
2025 Q3	$6.37K	Buy	484 +143	+42%	+$1.86K	﹤0.01%	524
2025 Q2	$3.59K	Sell	341 -183	-35%	-$1.96K	﹤0.01%	624
2025 Q1	$6.51K	Sell	524 -40	-7%	-$463	﹤0.01%	512
2024 Q4	$7.26K	Sell	564 -30	-5%	-$448	﹤0.01%	523
2024 Q3	$11.9K	Sell	594 -23	-4%	-$407	﹤0.01%	418
2024 Q2	$10.8K	Buy	617 +130	+27%	+$2.47K	﹤0.01%	393
2024 Q1	$8.73K	Hold	487	–	–	﹤0.01%	472
2023 Q4	$9.38K	Hold	487	–	–	﹤0.01%	460
2023 Q3	$7.4K	Hold	487	–	–	﹤0.01%	494
2023 Q2	$10.1K	Hold	487	–	–	﹤0.01%	461
2023 Q1	$11.7K	Hold	487	–	–	﹤0.01%	408
2022 Q4	$14K	Hold	487	–	–	﹤0.01%	399
2022 Q3	$11K	Sell	487 -16	-3%	-$379	﹤0.01%	398
2022 Q2	$11K	Hold	503	–	–	﹤0.01%	414
2022 Q1	$13K	Hold	503	–	–	﹤0.01%	411
2021 Q4	$12K	Sell	503 -42	-8%	-$1.02K	﹤0.01%	446
2021 Q3	$12K	Hold	545	–	–	﹤0.01%	448
2021 Q2	$14K	Buy	545 +42	+8%	+$1.11K	﹤0.01%	406
2021 Q1	$13K	Hold	503	–	–	﹤0.01%	419
2020 Q4	$12K	Buy	503 +16	+3%	+$332	﹤0.01%	418
2020 Q3	$9K	Hold	487	–	–	﹤0.01%	450
2020 Q2	$7K	Hold	487	–	–	﹤0.01%	468
2020 Q1	$7K	Buy	+487	New	+$8.73K	﹤0.01%	430
2019 Q1	–	Sell	-872	Closed	-$13K	–	499
2018 Q4	$13K	Buy	+872	New	+$13.1K	0.01%	386

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

Prestige Wealth Management Group's AES Position: Q1 2026 in Review

Prestige Wealth Management Group held its AES (AES) position steady in Q1 2026 at 484 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Prestige Wealth Management Group first reported a position in AES in Q4 2018 and has held it in 26 quarters since. The position peaked at $14K in Q4 2022. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Prestige Wealth Management Group held 484 shares of AES worth $6.82K as of Q1 2026.
Prestige Wealth Management Group left its AES share count unchanged in Q1 2026.
AES made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #495 holding.
Prestige Wealth Management Group first reported a position in AES in Q4 2018 and has held it in 26 quarters since.
Prestige Wealth Management Group's AES position peaked at $14K in Q4 2022.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.