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Rialto Wealth Management’s AES AES Stock Holding History

Rialto Wealth 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 		$1.71K Buy
121
+12
+11% +$179 ﹤0.01% 921
2025
Q4 		$1.56K Buy
109
+9
+9% +$127 ﹤0.01% 841
2025
Q3 		$1.32K Buy
100
+43
+75% +$559 ﹤0.01% 821
2025
Q2 		$600 Buy
57
+19
+50% +$203 ﹤0.01% 1051
2025
Q1 		$472 Buy
+38
New +$440 ﹤0.01% 910

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

Rialto Wealth Management's AES Position: Q1 2026 in Review

Rialto Wealth Management increased its AES (AES) stake by 11% in Q1 2026, buying an estimated $179 and bringing the position to 121 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Rialto Wealth Management first reported a position in AES in Q1 2025 and has held it in 5 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Rialto Wealth Management held 121 shares of AES worth $1.71K as of Q1 2026.
  • Rialto Wealth Management bought 12 AES shares in Q1 2026, an estimated $179.
  • AES made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #921 holding.
  • Rialto Wealth Management first reported a position in AES in Q1 2025 and has held it in 5 quarters since.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.