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Dorsey & Whitney Trust’s AES AES Stock Holding History

Dorsey & Whitney 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 		$207K Buy
14,721
+63
+0.4% +$938 0.01% 678
2025
Q4 		$210K Buy
14,658
+671
+5% +$9.46K 0.01% 668
2025
Q3 		$184K Buy
13,987
+3,729
+36% +$48.4K 0.01% 672
2025
Q2 		$108K Sell
10,258
-1
-0% -$11 0.01% 674
2025
Q1 		$127K Buy
+10,259
New +$119K 0.01% 653

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

Dorsey & Whitney Trust's AES Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its AES (AES) stake by 0.43% in Q1 2026, buying an estimated $938 and bringing the position to 14,721 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #678.

Dorsey & Whitney Trust first reported a position in AES in Q1 2025 and has held it in 5 quarters since. The position peaked at $210K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Dorsey & Whitney Trust held 14,721 shares of AES worth $207K as of Q1 2026.
  • Dorsey & Whitney Trust bought 63 AES shares in Q1 2026, an estimated $938.
  • AES made up 0.01% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #678 holding.
  • Dorsey & Whitney Trust first reported a position in AES in Q1 2025 and has held it in 5 quarters since.
  • Dorsey & Whitney Trust's AES position peaked at $210K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.