PWAM
AES icon

Private Wealth Asset Management’s AES AES Stock Holding History

Private Wealth Asset Management’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 		$43.1K Hold
3,056
– – ﹤0.01% 452
2025
Q4 		$43.8K Hold
3,056
– – ﹤0.01% 446
2025
Q3 		$40.2K Hold
3,056
– – ﹤0.01% 432
2025
Q2 		$32.1K Sell
3,056
-62
-2% -$664 ﹤0.01% 464
2025
Q1 		$38.7K Buy
+3,118
New +$36.1K 0.01% 419

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

Private Wealth Asset Management's AES Position: Q1 2026 in Review

Private Wealth Asset Management held its AES (AES) position steady in Q1 2026 at 3,056 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Private Wealth Asset Management first reported a position in AES in Q1 2025 and has held it in 5 quarters since. The position peaked at $43.8K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Private Wealth Asset Management held 3,056 shares of AES worth $43.1K as of Q1 2026.
  • Private Wealth Asset Management left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #452 holding.
  • Private Wealth Asset Management first reported a position in AES in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's AES position peaked at $43.8K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.