Slagle Financial’s AES AES Stock Holding History

Slagle Financial’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	$4.09M	Buy	290,190 +13,941	+5%	+$208K	1.35%	24
2025 Q4	$3.96M	Buy	276,249 +15,645	+6%	+$221K	1.38%	20
2025 Q3	$3.43M	Buy	260,604 +7,179	+3%	+$93.2K	1.26%	24
2025 Q2	$2.67M	Buy	+253,425	New	+$2.71M	1.07%	41

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $92.9B AUM 36.98% 1-Year Est. Return

Slagle Financial's AES Position: Q1 2026 in Review

Slagle Financial increased its AES (AES) stake by 5% in Q1 2026, buying an estimated $208K and bringing the position to 290,190 shares worth $4.09M. The position accounts for 1.35% of the portfolio, ranked #24.

Slagle Financial first reported a position in AES in Q2 2025 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Slagle Financial held 290,190 shares of AES worth $4.09M as of Q1 2026.
Slagle Financial bought 13,941 AES shares in Q1 2026, an estimated $208K.
AES made up 1.35% of Slagle Financial's portfolio in Q1 2026, its #24 holding.
Slagle Financial first reported a position in AES in Q2 2025 and has held it in 4 quarters since.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Slagle Financial's 13F filing for Q1 2026, filed 1 May 2026.