Three Bearings Fiduciary Advisors’s AES AES Stock Holding History

Three Bearings Fiduciary Advisors’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	–	Sell	-25	Closed	-$371	–	331
2025 Q4	$371	Buy	+25	New	+$352	﹤0.01%	382

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $179B AUM 65.34% 1-Year Est. Return

Three Bearings Fiduciary Advisors's AES Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of AES (AES) in Q1 2026, closing a stake of 25 shares — an estimated $371 sold.

Three Bearings Fiduciary Advisors first reported a position in AES in Q4 2025 and held it in 1 quarter. The position peaked at $371 in Q4 2025. 748 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Three Bearings Fiduciary Advisors reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Three Bearings Fiduciary Advisors sold 25 AES shares in Q1 2026, an estimated $371.
Three Bearings Fiduciary Advisors first reported a position in AES in Q4 2025 and held it in 1 quarter.
Three Bearings Fiduciary Advisors's AES position peaked at $371 in Q4 2025.
748 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.