U.S. Capital Wealth Advisors’s AES AES Stock Holding History

U.S. Capital Wealth 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	$868K	Sell	61,636 -28,222	-31%	-$420K	0.02%	549
2025 Q4	$1.29M	Buy	89,858 +12,984	+17%	+$183K	0.03%	429
2025 Q3	$1.01M	Buy	76,874 +3,806	+5%	+$49.4K	0.03%	467
2025 Q2	$769K	Buy	73,068 +22,570	+45%	+$242K	0.02%	491
2025 Q1	$627K	Buy	50,498 +7,775	+18%	+$90K	0.02%	535
2024 Q4	$550K	Buy	42,723 +14,996	+54%	+$224K	0.02%	541
2024 Q3	$556K	Buy	+27,727	New	+$490K	0.02%	452
2023 Q1	–	Sell	-5,000	Closed	-$144K	–	649
2022 Q4	$144K	Buy	+5,000	New	+$135K	0.01%	672

Other funds holding AES

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

U.S. Capital Wealth Advisors's AES Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its AES (AES) stake by 31% in Q1 2026, selling an estimated $420K and leaving 61,636 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #549.

U.S. Capital Wealth Advisors first reported a position in AES in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.29M in Q4 2025. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

U.S. Capital Wealth Advisors held 61,636 shares of AES worth $868K as of Q1 2026.
U.S. Capital Wealth Advisors sold 28,222 AES shares in Q1 2026, an estimated $420K.
AES made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #549 holding.
U.S. Capital Wealth Advisors first reported a position in AES in Q4 2022 and has held it in 8 quarters since.
U.S. Capital Wealth Advisors's AES position peaked at $1.29M in Q4 2025.
750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.