CGPCS
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Capital Group Private Client Services’s AES AES Stock Holding History

Capital Group Private Client Services’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
-216,894
Closed -$3.11M – 243
2025
Q4 		$3.11M Sell
216,894
-16,912
-7% -$238K 0.05% 157
2025
Q3 		$3.08M Sell
233,806
-738,362
-76% -$9.59M 0.05% 154
2025
Q2 		$10.2M Sell
972,168
-61,424
-6% -$658K 0.09% 145
2025
Q1 		$12.8M Buy
1,033,592
+53,165
+5% +$615K 0.13% 131
2024
Q4 		$12.6M Sell
980,427
-502,643
-34% -$7.51M 0.12% 144
2024
Q3 		$29.8M Sell
1,483,070
-32,838
-2% -$581K 0.28% 94
2024
Q2 		$26.6M Buy
1,515,908
+225,288
+17% +$4.28M 0.27% 99
2024
Q1 		$23.1M Sell
1,290,620
-403,483
-24% -$6.74M 0.24% 106
2023
Q4 		$32.6M Sell
1,694,103
-213,440
-11% -$3.47M 0.34% 86
2023
Q3 		$29M Buy
1,907,543
+86,607
+5% +$1.65M 0.35% 86
2023
Q2 		$37.7M Sell
1,820,936
-15,653
-0.9% -$345K 0.45% 76
2023
Q1 		$44.2M Buy
1,836,589
+62,037
+3% +$1.58M 0.55% 66
2022
Q4 		$51M Buy
1,774,552
+9,040
+0.5% +$244K 0.64% 51
2022
Q3 		$39.9M Sell
1,765,512
-10,321
-0.6% -$245K 0.56% 57
2022
Q2 		$37.3M Sell
1,775,833
-35,578
-2% -$776K 0.48% 69
2022
Q1 		$46.6M Buy
1,811,411
+32,704
+2% +$739K 0.51% 65
2021
Q4 		$43.2M Sell
1,778,707
-34,062
-2% -$828K 0.46% 69
2021
Q3 		$41.4M Buy
+1,812,769
New +$44M 0.48% 69

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Capital Group Private Client Services's AES Position: Q1 2026 in Review

Capital Group Private Client Services sold out of AES (AES) in Q1 2026, closing a stake of 216,894 shares — an estimated $3.11M sold.

Capital Group Private Client Services first reported a position in AES in Q3 2021 and held it in 18 quarters. The position peaked at $51M in Q4 2022. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Capital Group Private Client Services reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 216,894 AES shares in Q1 2026, an estimated $3.11M.
  • Capital Group Private Client Services first reported a position in AES in Q3 2021 and held it in 18 quarters.
  • Capital Group Private Client Services's AES position peaked at $51M in Q4 2022.
  • 750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.