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Algert Global’s AES AES Stock Holding History

Algert Global’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 		$7.32M Sell
519,541
-331,640
-39% -$4.94M 0.11% 316
2025
Q4 		$12.2M Sell
851,181
-176,245
-17% -$2.48M 0.19% 141
2025
Q3 		$13.5M Buy
1,027,426
+262,371
+34% +$3.41M 0.23% 113
2025
Q2 		$8.05M Sell
765,055
-418,609
-35% -$4.48M 0.17% 186
2025
Q1 		$14.7M Buy
1,183,664
+232,956
+25% +$2.7M 0.36% 27
2024
Q4 		$12.2M Buy
950,708
+810,533
+578% +$12.1M 0.29% 73
2024
Q3 		$2.81M Buy
140,175
+116,765
+499% +$2.07M 0.08% 445
2024
Q2 		$411K Buy
23,410
+2,099
+10% +$39.9K 0.01% 987
2024
Q1 		$382K Sell
21,311
-11,312
-35% -$189K 0.02% 833
2023
Q4 		$628K Buy
+32,623
New +$531K 0.03% 750
2023
Q2 		– Sell
-46,705
Closed -$1.13M – 1076
2023
Q1 		$1.13M Buy
+46,705
New +$1.19M 0.05% 599

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

Algert Global's AES Position: Q1 2026 in Review

Algert Global reduced its AES (AES) stake by 39% in Q1 2026, selling an estimated $4.94M and leaving 519,541 shares worth $7.32M. The position accounts for 0.11% of the portfolio, ranked #316.

Algert Global first reported a position in AES in Q1 2023 and has held it in 11 quarters since. The position peaked at $14.7M in Q1 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Algert Global held 519,541 shares of AES worth $7.32M as of Q1 2026.
  • Algert Global sold 331,640 AES shares in Q1 2026, an estimated $4.94M.
  • AES made up 0.11% of Algert Global's portfolio in Q1 2026, its #316 holding.
  • Algert Global first reported a position in AES in Q1 2023 and has held it in 11 quarters since.
  • Algert Global's AES position peaked at $14.7M in Q1 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.