TFC Financial Management
AES icon

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
Q3 		$269 Hold
18
– – ﹤0.01% 808
2026
Q2 		$264 Hold
18
– – ﹤0.01% 814
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

TFC Financial Management's AES Position: Q3 2026 in Review

TFC Financial Management held its AES (AES) position steady in Q3 2026 at 18 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #808.

TFC Financial Management first reported a position in AES in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.57K in Q3 2025. 533 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • TFC Financial Management held 18 shares of AES worth $269 as of Q3 2026.
  • TFC Financial Management left its AES share count unchanged in Q3 2026.
  • AES made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #808 holding.
  • TFC Financial Management first reported a position in AES in Q2 2024 and has held it in 7 quarters since.
  • TFC Financial Management's AES position peaked at $2.57K in Q3 2025.
  • 533 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.