Root Financial Partners
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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
Q3 		$45.9K Buy
+3,082
New +$45.5K ﹤0.01% 1130
2026
Q2 		– Sell
-2,822
Closed -$39.8K – 466
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 +$9.24K ﹤0.01% 1478

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

Root Financial Partners's AES Position: Q3 2026 in Review

Root Financial Partners opened a new position in AES (AES) in Q3 2026: 3,082 shares worth $45.9K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AES as recently as Q1 2026.

Root Financial Partners first reported a position in AES in Q3 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Root Financial Partners held 3,082 shares of AES worth $45.9K as of Q3 2026.
  • AES was a new Root Financial Partners position in Q3 2026.
  • AES made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1130 holding.
  • Root Financial Partners first reported a position in AES in Q3 2025 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.