Arax Advisory Partners’s AES AES Stock Holding History

Arax Advisory Partners’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	$35.6K	Buy	2,526 +1,945	+335%	+$29K	﹤0.01%	1829
2025 Q4	$8.33K	Sell	581 -6,778	-92%	-$95.5K	﹤0.01%	2567
2025 Q3	$96.8K	Buy	7,359 +7,013	+2,027%	+$91.1K	﹤0.01%	1553
2025 Q2	$3.64K	Sell	346 -208	-38%	-$2.23K	﹤0.01%	2357
2025 Q1	$6.88K	Sell	554 -1,858	-77%	-$21.5K	﹤0.01%	1676
2024 Q4	$31K	Buy	2,412 +1,581	+190%	+$23.6K	﹤0.01%	1047
2024 Q3	$16.7K	Buy	831 +40	+5%	+$708	﹤0.01%	1163
2024 Q2	$13.9K	Buy	791 +525	+197%	+$9.98K	﹤0.01%	1108
2024 Q1	$4.77K	Buy	266 +61	+30%	+$1.02K	﹤0.01%	910
2023 Q4	$3.95K	Buy	205 +149	+266%	+$2.42K	﹤0.01%	925
2023 Q3	$852	Buy	+56	New	+$1.07K	﹤0.01%	1167
2023 Q1	–	Sell	-108	Closed	-$3.11K	–	1272
2022 Q4	$3.11K	Buy	+108	New	+$2.91K	﹤0.01%	891
2022 Q2	–	Sell	-150	Closed	-$4K	–	1159
2022 Q1	$4K	Buy	+150	New	+$3.39K	﹤0.01%	808

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

Arax Advisory Partners's AES Position: Q1 2026 in Review

Arax Advisory Partners increased its AES (AES) stake by 335% in Q1 2026, buying an estimated $29K and bringing the position to 2,526 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Arax Advisory Partners first reported a position in AES in Q1 2022 and has held it in 13 quarters since. The position peaked at $96.8K in Q3 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Arax Advisory Partners held 2,526 shares of AES worth $35.6K as of Q1 2026.
Arax Advisory Partners bought 1,945 AES shares in Q1 2026, an estimated $29K.
AES made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1829 holding.
Arax Advisory Partners first reported a position in AES in Q1 2022 and has held it in 13 quarters since.
Arax Advisory Partners's AES position peaked at $96.8K in Q3 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.