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Bruce G. Allen Investments’s AES AES Stock Holding History

Bruce G. Allen Investments’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 		$2.03K Hold
144
– – ﹤0.01% 692
2025
Q4 		$2.06K Hold
144
– – ﹤0.01% 699
2025
Q3 		$1.9K Hold
144
– – ﹤0.01% 712
2025
Q2 		$1.51K Sell
144
-58
-29% -$621 ﹤0.01% 756
2025
Q1 		$2.51K Sell
202
-126
-38% -$1.46K ﹤0.01% 665
2024
Q4 		$4.22K Sell
328
-124
-27% -$1.85K ﹤0.01% 603
2024
Q3 		$9.07K Buy
452
+26
+6% +$460 0.01% 492
2024
Q2 		$7.49K Buy
426
+7
+2% +$133 0.01% 507
2024
Q1 		$7.51K Sell
419
-253
-38% -$4.23K 0.01% 520
2023
Q4 		$12.9K Buy
+672
New +$10.9K 0.01% 438

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

Bruce G. Allen Investments's AES Position: Q1 2026 in Review

Bruce G. Allen Investments held its AES (AES) position steady in Q1 2026 at 144 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Bruce G. Allen Investments first reported a position in AES in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.9K in Q4 2023. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Bruce G. Allen Investments held 144 shares of AES worth $2.03K as of Q1 2026.
  • Bruce G. Allen Investments left its AES share count unchanged in Q1 2026.
  • AES made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #692 holding.
  • Bruce G. Allen Investments first reported a position in AES in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's AES position peaked at $12.9K in Q4 2023.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.