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AdvisorShares Investments’s AES AES Stock Holding History

AdvisorShares Investments’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
-10,495
Closed -$150K – 278
2025
Q4 		$150K Buy
10,495
+880
+9% +$12.4K 0.03% 245
2025
Q3 		$127K Buy
9,615
+3,372
+54% +$43.8K 0.02% 255
2025
Q2 		$65.7K Buy
+6,243
New +$66.8K 0.01% 260
2023
Q1 		– Sell
-33,519
Closed -$964K – 282
2022
Q4 		$964K Buy
+33,519
New +$903K 0.27% 49

Other funds holding AES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

AdvisorShares Investments's AES Position: Q1 2026 in Review

AdvisorShares Investments sold out of AES (AES) in Q1 2026, closing a stake of 10,495 shares — an estimated $150K sold.

AdvisorShares Investments first reported a position in AES in Q4 2022 and held it in 4 quarters. The position peaked at $964K in Q4 2022. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • AdvisorShares Investments reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • AdvisorShares Investments sold 10,495 AES shares in Q1 2026, an estimated $150K.
  • AdvisorShares Investments first reported a position in AES in Q4 2022 and held it in 4 quarters.
  • AdvisorShares Investments's AES position peaked at $964K in Q4 2022.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.