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Annis Gardner Whiting Capital Advisors’s AES AES Stock Holding History

Annis Gardner Whiting Capital 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 		$5.78K Buy
410
+199
+94% +$2.96K ﹤0.01% 936
2025
Q4 		$3.03K Buy
+211
New +$2.97K ﹤0.01% 919
2025
Q3 		– Sell
-1,581
Closed -$16.6K – 1185
2025
Q2 		$16.6K Buy
1,581
+1,551
+5,170% +$16.6K 0.01% 597
2025
Q1 		$373 Hold
30
– – ﹤0.01% 732
2024
Q4 		$387 Buy
+30
New +$448 ﹤0.01% 749
2024
Q3 		– Sell
-234
Closed -$4.11K – 736
2024
Q2 		$4.11K Buy
234
+30
+15% +$570 ﹤0.01% 796
2024
Q1 		$3.66K Buy
204
+60
+42% +$1K ﹤0.01% 793
2023
Q4 		$2.77K Buy
144
+67
+87% +$1.09K ﹤0.01% 603
2023
Q3 		$1.17K Buy
+77
New +$1.47K ﹤0.01% 642

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

Annis Gardner Whiting Capital Advisors's AES Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its AES (AES) stake by 94% in Q1 2026, buying an estimated $2.96K and bringing the position to 410 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Annis Gardner Whiting Capital Advisors first reported a position in AES in Q3 2023 and has held it in 9 quarters since. The position peaked at $16.6K in Q2 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 410 shares of AES worth $5.78K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 199 AES shares in Q1 2026, an estimated $2.96K.
  • AES made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #936 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in AES in Q3 2023 and has held it in 9 quarters since.
  • Annis Gardner Whiting Capital Advisors's AES position peaked at $16.6K in Q2 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.