Turning Point Benefit Group’s AES AES Stock Holding History

Turning Point Benefit Group’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	-114	Closed	-$1.63K	–	116
2025 Q4	$1.63K	Buy	114 +100	+714%	+$1.41K	﹤0.01%	475
2025 Q3	$215	Buy	+14	New	+$182	﹤0.01%	643

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

Turning Point Benefit Group's AES Position: Q1 2026 in Review

Turning Point Benefit Group sold out of AES (AES) in Q1 2026, closing a stake of 114 shares — an estimated $1.63K sold.

Turning Point Benefit Group first reported a position in AES in Q3 2025 and held it in 2 quarters. The position peaked at $1.63K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Turning Point Benefit Group reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 114 AES shares in Q1 2026, an estimated $1.63K.
Turning Point Benefit Group first reported a position in AES in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's AES position peaked at $1.63K in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.