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TFC Financial Management’s AES AES Stock Holding History

TFC Financial 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 		$254 Hold
18
– – ﹤0.01% 773
2025
Q4 		$259 Sell
18
-177
-91% -$2.5K ﹤0.01% 750
2025
Q3 		$2.57K Buy
195
+177
+983% +$2.3K ﹤0.01% 530
2025
Q2 		$190 Buy
+18
New +$193 ﹤0.01% 782
2024
Q3 		– Sell
-46
Closed -$809 – 1007
2024
Q2 		$809 Buy
+46
New +$875 ﹤0.01% 583

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

TFC Financial Management's AES Position: Q1 2026 in Review

TFC Financial Management held its AES (AES) position steady in Q1 2026 at 18 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #773.

TFC Financial Management first reported a position in AES in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.57K in Q3 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • TFC Financial Management held 18 shares of AES worth $254 as of Q1 2026.
  • TFC Financial Management left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #773 holding.
  • TFC Financial Management first reported a position in AES in Q2 2024 and has held it in 5 quarters since.
  • TFC Financial Management's AES position peaked at $2.57K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.