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Atria Investments’s AES AES Stock Holding History

Atria Investments’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 		$1.04M Sell
73,943
-35,877
-33% -$534K 0.01% 1038
2025
Q4 		$1.57M Sell
109,820
-29,020
-21% -$409K 0.02% 841
2025
Q3 		$1.83M Sell
138,840
-21,652
-13% -$281K 0.02% 762
2025
Q2 		$1.69M Buy
160,492
+42,678
+36% +$457K 0.02% 796
2025
Q1 		$1.46M Buy
117,814
+6,401
+6% +$74.1K 0.02% 842
2024
Q4 		$1.43M Buy
111,413
+24,860
+29% +$371K 0.02% 822
2024
Q3 		$1.74M Buy
86,553
+42,707
+97% +$755K 0.02% 717
2024
Q2 		$770K Buy
+43,846
New +$834K 0.01% 1071
2020
Q2 		– Sell
-63,949
Closed -$870K – 517
2020
Q1 		$870K Sell
63,949
-14,209
-18% -$255K 0.07% 248
2019
Q4 		$1.55M Buy
78,158
+21,324
+38% +$382K 0.04% 391
2019
Q3 		$929K Sell
56,834
-12,354
-18% -$199K 0.03% 437
2019
Q2 		$1.03M Sell
69,188
-16,769
-20% -$284K 0.04% 401
2019
Q1 		$1.55M Buy
85,957
+38,031
+79% +$639K 0.07% 252
2018
Q4 		$693K Sell
47,926
-128,061
-73% -$1.92M 0.03% 400
2018
Q3 		$2.46M Sell
175,987
-36,484
-17% -$491K 0.1% 188
2018
Q2 		$2.85M Sell
212,471
-71,291
-25% -$878K 0.13% 151
2018
Q1 		$3.23M Sell
283,762
-6,086
-2% -$66.2K 0.16% 124
2017
Q4 		$3.14M Buy
+289,848
New +$3.14M 0.16% 137

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

Atria Investments's AES Position: Q1 2026 in Review

Atria Investments reduced its AES (AES) stake by 33% in Q1 2026, selling an estimated $534K and leaving 73,943 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1038.

Atria Investments first reported a position in AES in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.23M in Q1 2018. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Atria Investments held 73,943 shares of AES worth $1.04M as of Q1 2026.
  • Atria Investments sold 35,877 AES shares in Q1 2026, an estimated $534K.
  • AES made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1038 holding.
  • Atria Investments first reported a position in AES in Q4 2017 and has held it in 18 quarters since.
  • Atria Investments's AES position peaked at $3.23M in Q1 2018.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.