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
2025 Q2	–	Sell	-22,500	Closed	-$29.1K	–	888
2025 Q1	$29.1K	Buy	22,500 +12,500	+125%	+$145K	﹤0.01%	829
2024 Q4	$27.4K	Buy	+10,000	New	+$149K	﹤0.01%	802

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

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. 748 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.
748 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.