TS Financial Group (TSFG)’s AES AES Stock Holding History

TS Financial Group (TSFG)’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	$1K	Hold	50	–	–	﹤0.01%	764
2025 Q4	$1K	Hold	50	–	–	﹤0.01%	758
2025 Q3	$1K	Hold	50	–	–	﹤0.01%	768
2025 Q2	$1K	Hold	50	–	–	﹤0.01%	744
2025 Q1	$1K	Buy	+50	New	+$578	﹤0.01%	737
2023 Q2	–	Sell	-1,250	Closed	-$30K	–	981
2023 Q1	$30K	Hold	1,250	–	–	0.01%	347
2022 Q4	$36K	Buy	+1,250	New	+$33.7K	0.01%	321
2021 Q4	–	Sell	-408	Closed	-$9K	–	878
2021 Q3	$9K	Hold	408	–	–	﹤0.01%	566
2021 Q2	$11K	Hold	408	–	–	﹤0.01%	529
2021 Q1	$11K	Hold	408	–	–	0.01%	468
2020 Q4	$10K	Buy	+408	New	+$8.48K	0.01%	484

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $92.9B AUM 36.98% 1-Year Est. Return

TS Financial Group (TSFG)'s AES Position: Q1 2026 in Review

TS Financial Group (TSFG) held its AES (AES) position steady in Q1 2026 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

TS Financial Group (TSFG) first reported a position in AES in Q4 2020 and has held it in 11 quarters since. The position peaked at $36K in Q4 2022. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

TS Financial Group (TSFG) held 50 shares of AES worth $1K as of Q1 2026.
TS Financial Group (TSFG) left its AES share count unchanged in Q1 2026.
AES made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q1 2026, its #764 holding.
TS Financial Group (TSFG) first reported a position in AES in Q4 2020 and has held it in 11 quarters since.
TS Financial Group (TSFG)'s AES position peaked at $36K in Q4 2022.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.