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Sigma Planning Corp’s AES AES Stock Holding History

Sigma Planning Corp’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
-26,514
Closed -$380K – 1312
2025
Q4 		$380K Sell
26,514
-397
-1% -$5.6K 0.01% 916
2025
Q3 		$354K Buy
+26,911
New +$350K 0.01% 963
2022
Q1 		– Sell
-9,316
Closed -$226K – 1366
2021
Q4 		$226K Sell
9,316
-2,290
-20% -$55.7K 0.01% 1228
2021
Q3 		$265K Buy
11,606
+1,265
+12% +$30.7K 0.01% 1123
2021
Q2 		$270K Buy
+10,341
New +$273K 0.01% 1135
2020
Q4 		– Sell
-11,701
Closed -$212K – 1198
2020
Q3 		$212K Buy
+11,701
New +$195K 0.01% 936

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sigma Planning Corp's AES Position: Q1 2026 in Review

Sigma Planning Corp sold out of AES (AES) in Q1 2026, closing a stake of 26,514 shares — an estimated $380K sold.

Sigma Planning Corp first reported a position in AES in Q3 2020 and held it in 6 quarters. The position peaked at $380K in Q4 2025. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Sigma Planning Corp reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 26,514 AES shares in Q1 2026, an estimated $380K.
  • Sigma Planning Corp first reported a position in AES in Q3 2020 and held it in 6 quarters.
  • Sigma Planning Corp's AES position peaked at $380K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.