Baird Financial Group’s AES AES Stock Holding History

Baird Financial Group’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	$571K	Sell	40,511 -27,976	-41%	-$416K	﹤0.01%	1433
2025 Q4	$982K	Sell	68,487 -46,096	-40%	-$650K	﹤0.01%	1250
2025 Q3	$1.51M	Sell	114,583 -59,403	-34%	-$772K	﹤0.01%	1138
2025 Q2	$1.83M	Sell	173,986 -43,016	-20%	-$460K	﹤0.01%	1036
2025 Q1	$2.7M	Sell	217,002 -21,360	-9%	-$247K	0.01%	879
2024 Q4	$3.07M	Buy	238,362 +82,802	+53%	+$1.24M	0.01%	839
2024 Q3	$3.12M	Buy	+155,560	New	+$2.75M	0.01%	826
2023 Q3	–	Sell	-10,058	Closed	-$209K	–	1706
2023 Q2	$209K	Sell	10,058 -416	-4%	-$9.16K	﹤0.01%	1606
2023 Q1	$252K	Buy	+10,474	New	+$266K	﹤0.01%	1548
2022 Q4	–	Sell	-13,147	Closed	-$297K	–	1680
2022 Q3	$297K	Sell	13,147 -63,157	-83%	-$1.5M	﹤0.01%	1470
2022 Q2	$1.6M	Buy	76,304 +26,242	+52%	+$573K	﹤0.01%	927
2022 Q1	$1.29M	Buy	50,062 +25,247	+102%	+$571K	﹤0.01%	1044
2021 Q4	$603K	Buy	24,815 +2,035	+9%	+$49.5K	﹤0.01%	1402
2021 Q3	$519K	Buy	22,780 +896	+4%	+$21.8K	﹤0.01%	1453
2021 Q2	$570K	Sell	21,884 -1,514	-6%	-$40K	﹤0.01%	1370
2021 Q1	$627K	Sell	23,398 -16,195	-41%	-$431K	﹤0.01%	1292
2020 Q4	$930K	Sell	39,593 -13,630	-26%	-$283K	﹤0.01%	1024
2020 Q3	$964K	Buy	53,223 +34,145	+179%	+$570K	﹤0.01%	951
2020 Q2	$276K	Sell	19,078 -139,914	-88%	-$1.84M	﹤0.01%	1327
2020 Q1	$2.16M	Buy	158,992 +43,174	+37%	+$774K	0.01%	665
2019 Q4	$2.31M	Buy	115,818 +2,368	+2%	+$42.4K	0.01%	727
2019 Q3	$1.85M	Buy	113,450 +3,200	+3%	+$51.5K	0.01%	792
2019 Q2	$1.85M	Buy	110,250 +11,160	+11%	+$189K	0.01%	806
2019 Q1	$1.79M	Buy	99,090 +1,714	+2%	+$28.8K	0.01%	695
2018 Q4	$1.41M	Sell	97,376 -1,152	-1%	-$17.3K	0.01%	716
2018 Q3	$1.38M	Buy	98,528 +2,392	+2%	+$32.2K	0.01%	764
2018 Q2	$1.29M	Sell	96,136 -891	-0.9%	-$11K	0.01%	769
2018 Q1	$1.1M	Buy	+97,027	New	+$1.05M	0.01%	796
2017 Q4	–	Sell	-61,772	Closed	-$681K	–	1257
2017 Q3	$681K	Buy	61,772 +373	+0.6%	+$4.16K	0.01%	906
2017 Q2	$682K	Sell	61,399 -2,014	-3%	-$23.1K	0.01%	880
2017 Q1	$709K	Buy	+63,413	New	+$724K	0.01%	869
2016 Q2	–	Sell	-19,711	Closed	-$232K	–	1192
2016 Q1	$232K	Buy	+19,711	New	+$196K	﹤0.01%	1114
2015 Q4	–	Sell	-54,390	Closed	-$532K	–	1231
2015 Q3	$532K	Buy	54,390 +18,389	+51%	+$222K	0.01%	883
2015 Q2	$478K	Buy	+36,001	New	+$483K	﹤0.01%	968

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

Baird Financial Group's AES Position: Q1 2026 in Review

Baird Financial Group reduced its AES (AES) stake by 41% in Q1 2026, selling an estimated $416K and leaving 40,511 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Baird Financial Group first reported a position in AES in Q2 2015 and has held it in 34 quarters since. The position peaked at $3.12M in Q3 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Baird Financial Group held 40,511 shares of AES worth $571K as of Q1 2026.
Baird Financial Group sold 27,976 AES shares in Q1 2026, an estimated $416K.
AES made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1433 holding.
Baird Financial Group first reported a position in AES in Q2 2015 and has held it in 34 quarters since.
Baird Financial Group's AES position peaked at $3.12M in Q3 2024.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.