RS
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Retirement Solution’s AES AES Stock Holding History

Retirement Solution’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
-182,925
Closed -$2.62M – 58
2025
Q4 		$2.62M Hold
182,925
– – 0.58% 12
2025
Q3 		$2.41M Hold
182,925
– – 0.57% 11
2025
Q2 		$1.92M Buy
182,925
+75,521
+70% +$808K 0.49% 11
2025
Q1 		$1.33M Hold
107,404
– – 0.38% 13
2024
Q4 		$1.38M Buy
+107,404
New +$1.6M 0.36% 18

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

Retirement Solution's AES Position: Q1 2026 in Review

Retirement Solution sold out of AES (AES) in Q1 2026, closing a stake of 182,925 shares — an estimated $2.62M sold.

Retirement Solution first reported a position in AES in Q4 2024 and held it in 5 quarters. The position peaked at $2.62M in Q4 2025. 748 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Retirement Solution reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Retirement Solution sold 182,925 AES shares in Q1 2026, an estimated $2.62M.
  • Retirement Solution first reported a position in AES in Q4 2024 and held it in 5 quarters.
  • Retirement Solution's AES position peaked at $2.62M in Q4 2025.
  • 748 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.