Blue Trust Inc
AES icon

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
Q3 		$14.2K Sell
956
-68
-7% -$1K ﹤0.01% 1605
2026
Q2 		$15K Sell
1,024
-19
-2% -$276 ﹤0.01% 1744
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

Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Blue Trust Inc's AES Position: Q3 2026 in Review

Blue Trust Inc reduced its AES (AES) stake by 6.6% in Q3 2026, selling an estimated $1K and leaving 956 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Blue Trust Inc first reported a position in AES in Q2 2022 and has held it in 18 quarters since. The position peaked at $69K in Q1 2023. 244 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Blue Trust Inc held 956 shares of AES worth $14.2K as of Q3 2026.
  • Blue Trust Inc sold 68 AES shares in Q3 2026, an estimated $1K.
  • AES made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1605 holding.
  • Blue Trust Inc first reported a position in AES in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's AES position peaked at $69K in Q1 2023.
  • 244 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.