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Root Financial Partners’s AES AES Stock Holding History

Root Financial Partners’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 		$39.8K Buy
2,822
+2,038
+260% +$30.3K ﹤0.01% 981
2025
Q4 		$11.2K Buy
784
+73
+10% +$1.03K ﹤0.01% 1452
2025
Q3 		$9.36K Buy
+711
New +$9.23K ﹤0.01% 1478

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

Root Financial Partners's AES Position: Q1 2026 in Review

Root Financial Partners increased its AES (AES) stake by 260% in Q1 2026, buying an estimated $30.3K and bringing the position to 2,822 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Root Financial Partners first reported a position in AES in Q3 2025 and has held it in 3 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Root Financial Partners held 2,822 shares of AES worth $39.8K as of Q1 2026.
  • Root Financial Partners bought 2,038 AES shares in Q1 2026, an estimated $30.3K.
  • AES made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #981 holding.
  • Root Financial Partners first reported a position in AES in Q3 2025 and has held it in 3 quarters since.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.