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Sunbelt Securities’s AES AES Stock Holding History

Sunbelt Securities’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 		$18.7K Hold
1,330
– – ﹤0.01% 1314
2025
Q4 		$19.1K Hold
1,330
– – ﹤0.01% 1268
2025
Q3 		$17.5K Buy
1,330
+554
+71% +$7.2K ﹤0.01% 1303
2025
Q2 		$9.99K Hold
776
– – ﹤0.01% 1306
2025
Q1 		$9.64K Hold
776
– – ﹤0.01% 1281
2024
Q4 		$9.82K Buy
+776
New +$11.6K ﹤0.01% 1313

Other funds holding AES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Sunbelt Securities's AES Position: Q1 2026 in Review

Sunbelt Securities held its AES (AES) position steady in Q1 2026 at 1,330 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Sunbelt Securities first reported a position in AES in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.1K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Sunbelt Securities held 1,330 shares of AES worth $18.7K as of Q1 2026.
  • Sunbelt Securities left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1314 holding.
  • Sunbelt Securities first reported a position in AES in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's AES position peaked at $19.1K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.