ALPS Advisors’s AES AES Stock Holding History

ALPS 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	$1.83M	Buy	129,572 +48,086	+59%	+$716K	0.01%	425
2025 Q4	$1.17M	Buy	81,486 +13,450	+20%	+$190K	0.01%	508
2025 Q3	$895K	Buy	68,036 +29,919	+78%	+$389K	0.01%	550
2025 Q2	$401K	Buy	+38,117	New	+$408K	﹤0.01%	756
2020 Q4	–	Sell	-10,760	Closed	-$195K	–	835
2020 Q3	$195K	Buy	+10,760	New	+$180K	﹤0.01%	804
2020 Q2	–	Sell	-53,075	Closed	-$722K	–	779
2020 Q1	$722K	Buy	+53,075	New	+$951K	0.01%	358
2019 Q3	–	Sell	-21,123	Closed	-$354K	–	826
2019 Q2	$354K	Sell	21,123 -1,115	-5%	-$18.9K	﹤0.01%	775
2019 Q1	$402K	Buy	+22,238	New	+$374K	﹤0.01%	688
2018 Q4	–	Sell	-3,550,891	Closed	-$49.7M	–	873
2018 Q3	$49.7M	Sell	3,550,891 -179,305	-5%	-$2.41M	0.33%	55
2018 Q2	$50M	Sell	3,730,196 -747,319	-17%	-$9.2M	0.33%	54
2018 Q1	$50.9M	Buy	4,477,515 +24,156	+0.5%	+$263K	0.41%	36
2017 Q4	$48.2M	Buy	+4,453,359	New	+$48.2M	0.33%	62
2016 Q1	–	Sell	-44,972	Closed	-$430K	–	625
2015 Q4	$430K	Hold	44,972	–	–	﹤0.01%	576
2015 Q3	$4.4K	Buy	+44,972	New	+$543K	﹤0.01%	601

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

ALPS Advisors's AES Position: Q1 2026 in Review

ALPS Advisors increased its AES (AES) stake by 59% in Q1 2026, buying an estimated $716K and bringing the position to 129,572 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #425.

ALPS Advisors first reported a position in AES in Q3 2015 and has held it in 14 quarters since. The position peaked at $50.9M in Q1 2018. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

ALPS Advisors held 129,572 shares of AES worth $1.83M as of Q1 2026.
ALPS Advisors bought 48,086 AES shares in Q1 2026, an estimated $716K.
AES made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #425 holding.
ALPS Advisors first reported a position in AES in Q3 2015 and has held it in 14 quarters since.
ALPS Advisors's AES position peaked at $50.9M in Q1 2018.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.