BOA
AES icon

Birnam Oak Advisors’s AES AES Stock Holding History

Birnam Oak Advisors’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 		– Sell
-1,280,832
Closed -$18.4M – 37
2025
Q4 		$18.4M Buy
+1,280,832
New +$18.1M 4.11% 10

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

Birnam Oak Advisors's AES Position: Q1 2026 in Review

Birnam Oak Advisors sold out of AES (AES) in Q1 2026, closing a stake of 1,280,832 shares — an estimated $18.4M sold.

Birnam Oak Advisors first reported a position in AES in Q4 2025 and held it in 1 quarter. The position peaked at $18.4M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Birnam Oak Advisors reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Birnam Oak Advisors sold 1,280,832 AES shares in Q1 2026, an estimated $18.4M.
  • Birnam Oak Advisors first reported a position in AES in Q4 2025 and held it in 1 quarter.
  • Birnam Oak Advisors's AES position peaked at $18.4M in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Birnam Oak Advisors's 13F filing for Q1 2026, filed 12 May 2026.