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Richardson Financial Services’s AES AES Stock Holding History

Richardson Financial Services’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
-37
Closed -$5.21K – 615
2025
Q4 		$5.21K Buy
+37
New +$522 ﹤0.01% 517
2025
Q3 		– Sell
-37
Closed -$389 – 514
2025
Q2 		$389 Hold
37
– – ﹤0.01% 599
2025
Q1 		$460 Hold
37
– – ﹤0.01% 580
2024
Q4 		$476 Sell
37
-37
-50% -$553 ﹤0.01% 582
2024
Q3 		$1.39K Buy
74
+37
+100% +$655 ﹤0.01% 530
2024
Q2 		$650 Buy
+37
New +$703 ﹤0.01% 542

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

Richardson Financial Services's AES Position: Q1 2026 in Review

Richardson Financial Services sold out of AES (AES) in Q1 2026, closing a stake of 37 shares — an estimated $5.21K sold.

Richardson Financial Services first reported a position in AES in Q2 2024 and held it in 6 quarters. The position peaked at $5.21K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Richardson Financial Services reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 37 AES shares in Q1 2026, an estimated $5.21K.
  • Richardson Financial Services first reported a position in AES in Q2 2024 and held it in 6 quarters.
  • Richardson Financial Services's AES position peaked at $5.21K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.