Chevy Chase Trust
AES icon

Chevy Chase Trust’s AES AES Stock Holding History

Chevy Chase Trust’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 		$4.95M Sell
351,438
-10,400
-3% -$155K 0.01% 507
2025
Q4 		$5.19M Sell
361,838
-2,173
-0.6% -$30.6K 0.01% 512
2025
Q3 		$4.79M Sell
364,011
-12,631
-3% -$164K 0.01% 513
2025
Q2 		$3.96M Buy
376,642
+3,126
+0.8% +$33.5K 0.01% 531
2025
Q1 		$4.64M Sell
373,516
-259
-0.1% -$3K 0.01% 514
2024
Q4 		$4.81M Sell
373,775
-9,009
-2% -$135K 0.01% 516
2024
Q3 		$7.68M Sell
382,784
-5,886
-2% -$104K 0.02% 457
2024
Q2 		$6.83M Buy
388,670
+17,200
+5% +$327K 0.02% 460
2024
Q1 		$6.66M Sell
371,470
-3,206
-0.9% -$53.6K 0.02% 471
2023
Q4 		$7.21M Sell
374,676
-2,341
-0.6% -$38.1K 0.03% 453
2023
Q3 		$5.73M Sell
377,017
-8,036
-2% -$153K 0.02% 467
2023
Q2 		$7.98M Sell
385,053
-3,107
-0.8% -$68.4K 0.03% 423
2023
Q1 		$9.35M Buy
388,160
+3,822
+1% +$97.1K 0.04% 389
2022
Q4 		$11.1M Sell
384,338
-23,671
-6% -$638K 0.05% 350
2022
Q3 		$9.22M Buy
408,009
+4,525
+1% +$107K 0.04% 382
2022
Q2 		$8.48M Buy
403,484
+2,477
+0.6% +$54.1K 0.04% 411
2022
Q1 		$10.3M Buy
401,007
+1,165
+0.3% +$26.3K 0.04% 403
2021
Q4 		$9.72M Sell
399,842
-9,296
-2% -$226K 0.03% 428
2021
Q3 		$9.34M Sell
409,138
-15,410
-4% -$374K 0.03% 423
2021
Q2 		$11.1M Sell
424,548
-24,718
-6% -$653K 0.04% 405
2021
Q1 		$12M Sell
449,266
-30,394
-6% -$808K 0.04% 379
2020
Q4 		$11.3M Sell
479,660
-14,404
-3% -$299K 0.04% 381
2020
Q3 		$8.95M Sell
494,064
-42,035
-8% -$702K 0.04% 394
2020
Q2 		$7.77M Sell
536,099
-30,345
-5% -$399K 0.03% 421
2020
Q1 		$7.7M Buy
566,444
+9,591
+2% +$172K 0.04% 386
2019
Q4 		$11.1M Buy
556,853
+394
+0.1% +$7.05K 0.04% 398
2019
Q3 		$9.09M Buy
556,459
+327
+0.1% +$5.27K 0.04% 421
2019
Q2 		$9.32M Buy
556,132
+1,759
+0.3% +$29.8K 0.04% 419
2019
Q1 		$9.5M Buy
554,373
+7,379
+1% +$124K 0.04% 421
2018
Q4 		$7.91M Buy
546,994
+1,781
+0.3% +$26.7K 0.04% 432
2018
Q3 		$7.63M Sell
545,213
-14,076
-3% -$190K 0.03% 467
2018
Q2 		$7.5M Sell
559,289
-947
-0.2% -$11.7K 0.03% 475
2018
Q1 		$6.37M Sell
560,236
-13,945
-2% -$152K 0.03% 491
2017
Q4 		$6.22M Sell
574,181
-3,773
-0.7% -$40.8K 0.03% 495
2017
Q3 		$6.37M Buy
577,954
+6,945
+1% +$77.5K 0.03% 488
2017
Q2 		$6.34M Buy
571,009
+456
+0.1% +$5.24K 0.03% 480
2017
Q1 		$6.38M Buy
570,553
+17,442
+3% +$199K 0.03% 472
2016
Q4 		$6.43M Buy
553,111
+826
+0.1% +$9.7K 0.03% 461
2016
Q3 		$7.1M Sell
552,285
-12,968
-2% -$162K 0.04% 438
2016
Q2 		$7.05M Buy
565,253
+6,287
+1% +$70.8K 0.04% 434
2016
Q1 		$6.6M Buy
558,966
+2,022
+0.4% +$20.1K 0.04% 442
2015
Q4 		$5.33M Sell
556,944
-5,459
-1% -$54.7K 0.03% 467
2015
Q3 		$5.51M Buy
562,403
+19,753
+4% +$238K 0.03% 458
2015
Q2 		$7.2M Buy
542,650
+35,020
+7% +$470K 0.04% 424
2015
Q1 		$6.52M Buy
507,630
+10,290
+2% +$129K 0.04% 446
2014
Q4 		$6.85M Sell
497,340
-14,622
-3% -$200K 0.04% 427
2014
Q3 		$7.26M Buy
511,962
+35,148
+7% +$523K 0.05% 403
2014
Q2 		$7.41M Sell
476,814
-8,763
-2% -$126K 0.05% 390
2014
Q1 		$6.93M Buy
485,577
+1,957
+0.4% +$27.6K 0.05% 391
2013
Q4 		$7.02M Buy
483,620
+39,574
+9% +$563K 0.05% 385
2013
Q3 		$5.9M Buy
444,046
+5,574
+1% +$71.5K 0.05% 403
2013
Q2 		$5.26M Buy
+438,472
New +$5.57M 0.05% 401

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

Chevy Chase Trust's AES Position: Q1 2026 in Review

Chevy Chase Trust reduced its AES (AES) stake by 2.9% in Q1 2026, selling an estimated $155K and leaving 351,438 shares worth $4.95M. The position accounts for 0.01% of the portfolio, ranked #507.

Chevy Chase Trust first reported a position in AES in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q1 2021. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Chevy Chase Trust held 351,438 shares of AES worth $4.95M as of Q1 2026.
  • Chevy Chase Trust sold 10,400 AES shares in Q1 2026, an estimated $155K.
  • AES made up 0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #507 holding.
  • Chevy Chase Trust first reported a position in AES in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's AES position peaked at $12M in Q1 2021.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.