Cerity Partners
AES icon

Cerity Partners’s AES AES Stock Holding History

Cerity Partners’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 		$13.1M Buy
930,520
+11,581
+1% +$172K 0.02% 585
2025
Q4 		$13.2M Sell
918,939
-168,348
-15% -$2.37M 0.02% 535
2025
Q3 		$14.3M Buy
1,087,287
+106,007
+11% +$1.38M 0.02% 461
2025
Q2 		$10.3M Buy
981,280
+37,029
+4% +$396K 0.02% 520
2025
Q1 		$11.7M Buy
944,251
+772,515
+450% +$8.94M 0.02% 452
2024
Q4 		$2.63M Buy
171,736
+4,513
+3% +$67.4K 0.01% 984
2024
Q3 		$3.35M Buy
167,223
+22,187
+15% +$392K 0.01% 867
2024
Q2 		$2.55M Sell
145,036
-18,221
-11% -$346K 0.01% 818
2024
Q1 		$2.93M Buy
163,257
+76,487
+88% +$1.28M 0.01% 822
2023
Q4 		$1.67M Buy
86,770
+6,538
+8% +$106K 0.01% 813
2023
Q3 		$1.22M Sell
80,232
-4,870
-6% -$92.8K 0.01% 698
2023
Q2 		$1.76M Buy
85,102
+74,878
+732% +$1.65M 0.01% 759
2023
Q1 		$792K Sell
10,224
-1,211
-11% -$30.8K ﹤0.01% 1082
2022
Q4 		$329K Buy
+11,435
New +$308K ﹤0.01% 1114
2018
Q3 		– Sell
-24,627
Closed -$330K – 534
2018
Q2 		$330K Buy
24,627
+738
+3% +$9.09K 0.02% 404
2018
Q1 		$272K Sell
23,889
-154
-0.6% -$1.67K 0.02% 452
2017
Q4 		$260K Sell
24,043
-90
-0.4% -$974 0.02% 480
2017
Q3 		$266K Buy
+24,133
New +$269K 0.02% 468

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

Cerity Partners's AES Position: Q1 2026 in Review

Cerity Partners increased its AES (AES) stake by 1.3% in Q1 2026, buying an estimated $172K and bringing the position to 930,520 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #585.

Cerity Partners first reported a position in AES in Q3 2017 and has held it in 18 quarters since. The position peaked at $14.3M in Q3 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Cerity Partners held 930,520 shares of AES worth $13.1M as of Q1 2026.
  • Cerity Partners bought 11,581 AES shares in Q1 2026, an estimated $172K.
  • AES made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #585 holding.
  • Cerity Partners first reported a position in AES in Q3 2017 and has held it in 18 quarters since.
  • Cerity Partners's AES position peaked at $14.3M in Q3 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.