Arcadia Investment Management’s AES AES Stock Holding History

Arcadia 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	$2.34M	Sell	165,915 -5,700	-3%	-$84.9K	0.4%	53
2025 Q4	$2.46M	Buy	171,615 +33,060	+24%	+$466K	0.4%	49
2025 Q3	$1.82M	Sell	138,555 -72,900	-34%	-$947K	0.28%	56
2025 Q2	$2.22M	Buy	211,455 +197,855	+1,455%	+$2.12M	0.36%	55
2025 Q1	$169K	Buy	13,600 +800	+6%	+$9.26K	0.03%	127
2024 Q4	$165K	Buy	+12,800	New	+$191K	0.03%	130
2020 Q2	–	Sell	-2,000	Closed	-$27K	–	268
2020 Q1	$27K	Hold	2,000	–	–	0.01%	226
2019 Q4	$40K	Hold	2,000	–	–	0.01%	210
2019 Q3	$33K	Hold	2,000	–	–	0.01%	224
2019 Q2	$34K	Hold	2,000	–	–	0.01%	229
2019 Q1	$36K	Hold	2,000	–	–	0.01%	215
2018 Q4	$29K	Buy	+2,000	New	+$30K	0.01%	215

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

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

Arcadia Investment Management reduced its AES (AES) stake by 3.3% in Q1 2026, selling an estimated $84.9K and leaving 165,915 shares worth $2.34M. The position accounts for 0.4% of the portfolio, ranked #53.

Arcadia Investment Management first reported a position in AES in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.46M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Arcadia Investment Management held 165,915 shares of AES worth $2.34M as of Q1 2026.
Arcadia Investment Management sold 5,700 AES shares in Q1 2026, an estimated $84.9K.
AES made up 0.4% of Arcadia Investment Management's portfolio in Q1 2026, its #53 holding.
Arcadia Investment Management first reported a position in AES in Q4 2018 and has held it in 12 quarters since.
Arcadia Investment Management's AES position peaked at $2.46M in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.