TCWM
AES icon

Total Clarity Wealth Management’s AES AES Stock Holding History

Total Clarity 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
Q1 		$150K Sell
10,663
-831
-7% -$12.4K 0.04% 308
2025
Q4 		$165K Sell
11,494
-441
-4% -$6.22K 0.04% 291
2025
Q3 		$157K Sell
11,935
-489
-4% -$6.35K 0.04% 280
2025
Q2 		$131K Buy
+12,424
New +$133K 0.04% 283

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

Total Clarity Wealth Management's AES Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its AES (AES) stake by 7.2% in Q1 2026, selling an estimated $12.4K and leaving 10,663 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #308.

Total Clarity Wealth Management first reported a position in AES in Q2 2025 and has held it in 4 quarters since. The position peaked at $165K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Total Clarity Wealth Management held 10,663 shares of AES worth $150K as of Q1 2026.
  • Total Clarity Wealth Management sold 831 AES shares in Q1 2026, an estimated $12.4K.
  • AES made up 0.04% of Total Clarity Wealth Management's portfolio in Q1 2026, its #308 holding.
  • Total Clarity Wealth Management first reported a position in AES in Q2 2025 and has held it in 4 quarters since.
  • Total Clarity Wealth Management's AES position peaked at $165K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.