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Blue Trust Inc’s AES AES Stock Holding History

Blue Trust Inc’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 		$14.7K Sell
1,043
-1,226
-54% -$18.3K ﹤0.01% 1734
2025
Q4 		$32.5K Buy
2,269
+538
+31% +$7.58K ﹤0.01% 1513
2025
Q3 		$22.8K Buy
1,731
+1
+0.1% +$13 ﹤0.01% 1625
2025
Q2 		$18.2K Sell
1,730
-338
-16% -$3.62K ﹤0.01% 1710
2025
Q1 		$25.7K Buy
2,068
+355
+21% +$4.11K ﹤0.01% 1582
2024
Q4 		$22.1K Sell
1,713
-1,975
-54% -$29.5K ﹤0.01% 1573
2024
Q3 		$64.8K Buy
3,688
+1,509
+69% +$26.7K ﹤0.01% 1451
2024
Q2 		$39.1K Buy
2,179
+102
+5% +$1.94K ﹤0.01% 1360
2024
Q1 		$37.2K Buy
2,077
+759
+58% +$12.7K ﹤0.01% 1020
2023
Q4 		$20K Sell
1,318
-1,040
-44% -$16.9K ﹤0.01% 1277
2023
Q3 		$49K Buy
2,358
+80
+4% +$1.52K ﹤0.01% 853
2023
Q2 		$55K Sell
2,278
-130
-5% -$2.86K ﹤0.01% 667
2023
Q1 		$69K Buy
2,408
+95
+4% +$2.41K ﹤0.01% 895
2022
Q4 		$52K Buy
2,313
+499
+28% +$13.4K ﹤0.01% 892
2022
Q3 		$38K Buy
1,814
+77
+4% +$1.83K ﹤0.01% 855
2022
Q2 		$44K Buy
+1,737
New +$37.9K ﹤0.01% 720

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

Blue Trust Inc's AES Position: Q1 2026 in Review

Blue Trust Inc reduced its AES (AES) stake by 54% in Q1 2026, selling an estimated $18.3K and leaving 1,043 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Blue Trust Inc first reported a position in AES in Q2 2022 and has held it in 16 quarters since. The position peaked at $69K in Q1 2023. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Blue Trust Inc held 1,043 shares of AES worth $14.7K as of Q1 2026.
  • Blue Trust Inc sold 1,226 AES shares in Q1 2026, an estimated $18.3K.
  • AES made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1734 holding.
  • Blue Trust Inc first reported a position in AES in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's AES position peaked at $69K in Q1 2023.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.