Bank of Montreal’s AES AES Stock Holding History

Bank of Montreal’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	$726K	Buy	+51,500	New	+$767K	﹤0.01%	2204
2020 Q4	–	Sell	-100,000	Closed	-$1.87M	–	4906
2020 Q3	$1.87M	Buy	+100,000	New	+$1.67M	﹤0.01%	1688
2013 Q4	–	Sell	-1,100	Closed	-$15K	–	3711
2013 Q3	$15K	Sell	1,100 -100,000	-99%	-$1.28M	﹤0.01%	3312
2013 Q2	$1.21M	Buy	+101,100	New	+$1.28M	﹤0.01%	1312

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $179B AUM 65.34% 1-Year Est. Return

Bank of Montreal's AES Position: Q1 2026 in Review

Bank of Montreal reduced its AES (AES) stake by 7.6% in Q1 2026, selling an estimated $890K and leaving 722,813 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Bank of Montreal first reported a position in AES in Q2 2013 and has held it in 52 quarters since. The position peaked at $295M in Q2 2014. 748 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Bank of Montreal held 722,813 shares of AES worth $10.2M as of Q1 2026.
Bank of Montreal sold 59,765 AES shares in Q1 2026, an estimated $890K.
AES made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1087 holding.
Bank of Montreal first reported a position in AES in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's AES position peaked at $295M in Q2 2014.
748 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.