Anchor Investment Management’s AES AES Stock Holding History

Anchor Investment Management’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	$1.27K	Hold	90	–	–	﹤0.01%	1012
2025 Q4	$1.29K	Hold	90	–	–	﹤0.01%	998
2025 Q3	$1.18K	Hold	90	–	–	﹤0.01%	1011
2025 Q2	$947	Hold	90	–	–	﹤0.01%	998
2025 Q1	$1.12K	Hold	90	–	–	﹤0.01%	987
2024 Q4	$1.16K	Hold	90	–	–	﹤0.01%	971
2024 Q3	$1.8K	Hold	90	–	–	﹤0.01%	967
2024 Q2	$1.58K	Hold	90	–	–	﹤0.01%	930
2024 Q1	$1.61K	Hold	90	–	–	﹤0.01%	954
2023 Q4	$1.73K	Hold	90	–	–	﹤0.01%	886
2023 Q3	$1.37K	Hold	90	–	–	﹤0.01%	912
2023 Q2	$1.87K	Hold	90	–	–	﹤0.01%	884
2023 Q1	$2.17K	Sell	90 -1,000	-92%	-$25.4K	﹤0.01%	898
2022 Q4	$31.3K	Sell	1,090 -1,500	-58%	-$40.4K	﹤0.01%	587
2022 Q3	$58.5K	Hold	2,590	–	–	0.01%	481
2022 Q2	$54.4K	Buy	2,590 +90	+4%	+$1.96K	0.01%	521
2022 Q1	$64.3K	Buy	+2,500	New	+$56.5K	0.01%	518

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

Anchor Investment Management's AES Position: Q1 2026 in Review

Anchor Investment Management held its AES (AES) position steady in Q1 2026 at 90 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Anchor Investment Management first reported a position in AES in Q1 2022 and has held it in 17 quarters since. The position peaked at $64.3K in Q1 2022. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Anchor Investment Management held 90 shares of AES worth $1.27K as of Q1 2026.
Anchor Investment Management left its AES share count unchanged in Q1 2026.
AES made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #1012 holding.
Anchor Investment Management first reported a position in AES in Q1 2022 and has held it in 17 quarters since.
Anchor Investment Management's AES position peaked at $64.3K in Q1 2022.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.