Brookwood Investment Group’s AES AES Stock Holding History

Brookwood Investment 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	–	Sell	-128,511	Closed	-$1.84M	–	524
2025 Q4	$1.84M	Buy	+128,511	New	+$1.81M	0.22%	83

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

Brookwood Investment Group's AES Position: Q1 2026 in Review

Brookwood Investment Group sold out of AES (AES) in Q1 2026, closing a stake of 128,511 shares — an estimated $1.84M sold.

Brookwood Investment Group first reported a position in AES in Q4 2025 and held it in 1 quarter. The position peaked at $1.84M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Brookwood Investment Group reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Brookwood Investment Group sold 128,511 AES shares in Q1 2026, an estimated $1.84M.
Brookwood Investment Group first reported a position in AES in Q4 2025 and held it in 1 quarter.
Brookwood Investment Group's AES position peaked at $1.84M in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.