SHP Wealth Management’s AES AES Stock Holding History

SHP 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	$5.67K	Buy	402 +169	+73%	+$2.52K	﹤0.01%	1038
2025 Q4	$3.34K	Buy	+233	New	+$3.28K	﹤0.01%	1049

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

SHP Wealth Management increased its AES (AES) stake by 73% in Q1 2026, buying an estimated $2.52K and bringing the position to 402 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

SHP Wealth Management first reported a position in AES in Q4 2025 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold AES as of Q1 2026.

SHP Wealth Management held 402 shares of AES worth $5.67K as of Q1 2026.
SHP Wealth Management bought 169 AES shares in Q1 2026, an estimated $2.52K.
AES made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1038 holding.
SHP Wealth Management first reported a position in AES in Q4 2025 and has held it in 2 quarters since.
748 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.