Spire Wealth Management
AES icon

Spire Wealth Management’s AES AES Stock Holding History

Spire 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
Q3 		$24K Sell
1,612
-48
-3% -$709 ﹤0.01% 1345
2026
Q2 		$24.3K Buy
1,660
+1,213
+271% +$17.6K ﹤0.01% 1387
2026
Q1 		$6.3K Buy
447
+7
+2% +$104 ﹤0.01% 1772
2025
Q4 		$6.31K Buy
440
+17
+4% +$240 ﹤0.01% 1859
2025
Q3 		$5.57K Buy
423
+19
+5% +$247 ﹤0.01% 1933
2025
Q2 		$4.25K Sell
404
-83
-17% -$888 ﹤0.01% 1996
2025
Q1 		$6.05K Sell
487
-66
-12% -$764 ﹤0.01% 2004
2024
Q4 		$7.12K Buy
553
+45
+9% +$672 ﹤0.01% 1945
2024
Q3 		$10.2K Buy
508
+20
+4% +$354 ﹤0.01% 1624
2024
Q2 		$8.57K Sell
488
-54
-10% -$1.03K ﹤0.01% 1675
2024
Q1 		$9.7K Buy
542
+109
+25% +$1.82K ﹤0.01% 1719
2023
Q4 		$7.31K Buy
433
+62
+17% +$1.01K ﹤0.01% 1841
2023
Q3 		$5.64K Sell
371
-1,511
-80% -$28.8K ﹤0.01% 1913
2023
Q2 		$39K Buy
1,882
+11
+0.6% +$242 ﹤0.01% 1304
2023
Q1 		$45.1K Buy
1,871
+1,496
+399% +$38K ﹤0.01% 1239
2022
Q4 		$11K Buy
375
+120
+47% +$3.23K ﹤0.01% 1561
2022
Q3 		$6K Buy
255
+30
+13% +$711 ﹤0.01% 1681
2022
Q2 		$5K Sell
225
-1,500
-87% -$32.7K ﹤0.01% 2108
2022
Q1 		$44K Sell
1,725
-240
-12% -$5.42K ﹤0.01% 1492
2021
Q4 		$48K Buy
1,965
+465
+31% +$11.3K ﹤0.01% 1749
2021
Q3 		$34K Buy
1,500
+400
+36% +$9.7K ﹤0.01% 1631
2021
Q2 		$29K Sell
1,100
-4,346
-80% -$115K ﹤0.01% 1712
2021
Q1 		$146K Buy
+5,446
New +$145K ﹤0.01% 1206

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
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 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

Spire Wealth Management's AES Position: Q3 2026 in Review

Spire Wealth Management reduced its AES (AES) stake by 2.9% in Q3 2026, selling an estimated $709 and leaving 1,612 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Spire Wealth Management first reported a position in AES in Q1 2021 and has held it in 23 quarters since. The position peaked at $146K in Q1 2021. 346 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Spire Wealth Management held 1,612 shares of AES worth $24K as of Q3 2026.
  • Spire Wealth Management sold 48 AES shares in Q3 2026, an estimated $709.
  • AES made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1345 holding.
  • Spire Wealth Management first reported a position in AES in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's AES position peaked at $146K in Q1 2021.
  • 346 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.