Retirement Wealth Solutions
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Retirement Wealth Solutions’s AES AES Stock Holding History

Retirement Wealth Solutions’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
Q3 		$1.13K Buy
76
+66
+660% +$975 ﹤0.01% 709
2026
Q2 		$147 Hold
10
– – ﹤0.01% 782
2026
Q1 		$141 Sell
10
-115
-92% -$1.71K ﹤0.01% 792
2025
Q4 		$1.79K Buy
125
+10
+9% +$141 ﹤0.01% 475
2025
Q3 		$1.51K Buy
+115
New +$1.49K ﹤0.01% 481

Other funds holding AES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Retirement Wealth Solutions's AES Position: Q3 2026 in Review

Retirement Wealth Solutions increased its AES (AES) stake by 660% in Q3 2026, buying an estimated $975 and bringing the position to 76 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Retirement Wealth Solutions first reported a position in AES in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.79K in Q4 2025. 320 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Retirement Wealth Solutions held 76 shares of AES worth $1.13K as of Q3 2026.
  • Retirement Wealth Solutions bought 66 AES shares in Q3 2026, an estimated $975.
  • AES made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #709 holding.
  • Retirement Wealth Solutions first reported a position in AES in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's AES position peaked at $1.79K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.