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Wealth Preservation Advisors’s AES AES Stock Holding History

Wealth Preservation 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 		– Sell
-283
Closed -$4.06K – 1029
2025
Q4 		$4.06K Sell
283
-3
-1% -$42 ﹤0.01% 409
2025
Q3 		$3.76K Sell
286
-78
-21% -$1.01K ﹤0.01% 408
2025
Q2 		$3.83K Sell
364
-80
-18% -$856 ﹤0.01% 398
2025
Q1 		$5.51K Buy
+444
New +$5.14K ﹤0.01% 366

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wealth Preservation Advisors's AES Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of AES (AES) in Q1 2026, closing a stake of 283 shares — an estimated $4.06K sold.

Wealth Preservation Advisors first reported a position in AES in Q1 2025 and held it in 4 quarters. The position peaked at $5.51K in Q1 2025. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 283 AES shares in Q1 2026, an estimated $4.06K.
  • Wealth Preservation Advisors first reported a position in AES in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's AES position peaked at $5.51K in Q1 2025.
  • 750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.