Wealthspire Advisors (New York)’s AES AES Stock Holding History

Wealthspire Advisors (New York)’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	$570K	Sell	40,464 -6,424	-14%	-$95.6K	﹤0.01%	540
2025 Q4	$672K	Buy	46,888 +8,560	+22%	+$121K	0.01%	524
2025 Q3	$504K	Buy	+38,328	New	+$498K	﹤0.01%	533
2020 Q2	–	Sell	-11,032	Closed	-$150K	–	288
2020 Q1	$150K	Buy	+11,032	New	+$198K	0.01%	512
2019 Q1	–	Sell	-972	Closed	-$14K	–	65
2018 Q4	$14K	Buy	+972	New	+$14.6K	﹤0.01%	414

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

Wealthspire Advisors (New York)'s AES Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its AES (AES) stake by 14% in Q1 2026, selling an estimated $95.6K and leaving 40,464 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Wealthspire Advisors (New York) first reported a position in AES in Q4 2018 and has held it in 5 quarters since. The position peaked at $672K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Wealthspire Advisors (New York) held 40,464 shares of AES worth $570K as of Q1 2026.
Wealthspire Advisors (New York) sold 6,424 AES shares in Q1 2026, an estimated $95.6K.
AES made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #540 holding.
Wealthspire Advisors (New York) first reported a position in AES in Q4 2018 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s AES position peaked at $672K in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.