Douglass Winthrop Advisors’s AES AES Stock Holding History

Douglass Winthrop Advisors’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	$877K	Sell	62,242 -925	-1%	-$13.8K	0.02%	164
2025 Q4	$906K	Buy	63,167 +69	+0.1%	+$973	0.02%	166
2025 Q3	$830K	Buy	63,098 +152	+0.2%	+$1.97K	0.01%	170
2025 Q2	$662K	Sell	62,946 -815	-1%	-$8.72K	0.01%	172
2025 Q1	$792K	Hold	63,761	–	–	0.02%	151
2024 Q4	$821K	Sell	63,761 -239	-0.4%	-$3.57K	0.02%	160
2024 Q3	$1.28M	Sell	64,000 -575	-0.9%	-$10.2K	0.02%	125
2024 Q2	$1.13M	Hold	64,575	–	–	0.02%	126
2024 Q1	$1.16M	Hold	64,575	–	–	0.02%	126
2023 Q4	$1.24M	Hold	64,575	–	–	0.03%	114
2023 Q3	$982K	Sell	64,575 -550	-0.8%	-$10.5K	0.02%	114
2023 Q2	$1.35M	Hold	65,125	–	–	0.03%	109
2023 Q1	$1.57M	Sell	65,125 -571	-0.9%	-$14.5K	0.04%	102
2022 Q4	$1.89M	Buy	65,696 +196	+0.3%	+$5.28K	0.05%	96
2022 Q3	$1.48M	Sell	65,500 -200	-0.3%	-$4.74K	0.04%	101
2022 Q2	$1.38M	Sell	65,700 -2,000	-3%	-$43.6K	0.04%	113
2022 Q1	$1.74M	Hold	67,700	–	–	0.04%	110
2021 Q4	$1.65M	Buy	67,700 +2,000	+3%	+$48.6K	0.04%	117
2021 Q3	$1.5M	Hold	65,700	–	–	0.04%	119
2021 Q2	$1.71M	Hold	65,700	–	–	0.04%	114
2021 Q1	$1.76M	Hold	65,700	–	–	0.05%	110
2020 Q4	$1.54M	Hold	65,700	–	–	0.04%	111
2020 Q3	$1.19M	Hold	65,700	–	–	0.04%	110
2020 Q2	$952K	Hold	65,700	–	–	0.04%	109
2020 Q1	$894K	Sell	65,700 -65,138	-50%	-$1.17M	0.04%	107
2019 Q4	$2.6M	Hold	130,838	–	–	0.09%	81
2019 Q3	$2.14M	Hold	130,838	–	–	0.08%	86
2019 Q2	$2.19M	Buy	130,838 +65,138	+99%	+$1.1M	0.09%	85
2019 Q1	$1.19M	Hold	65,700	–	–	0.05%	105
2018 Q4	$950K	Hold	65,700	–	–	0.05%	117
2018 Q3	$920K	Hold	65,700	–	–	0.04%	124
2018 Q2	$881K	Hold	65,700	–	–	0.04%	155
2018 Q1	$747K	Hold	65,700	–	–	0.04%	163
2017 Q4	$712K	Sell	65,700 -11,068	-14%	-$120K	0.04%	151
2017 Q3	$846K	Buy	76,768 +10,468	+16%	+$117K	0.05%	133
2017 Q2	$737K	Hold	66,300	–	–	0.04%	140
2017 Q1	$741K	Sell	66,300 -3,000	-4%	-$34.3K	0.05%	135
2016 Q4	$805K	Hold	69,300	–	–	0.05%	126
2016 Q3	$891K	Sell	69,300 -10,000	-13%	-$125K	0.06%	123
2016 Q2	$990K	Sell	79,300 -1,000	-1%	-$11.3K	0.07%	116
2016 Q1	$948K	Sell	80,300 -9,700	-11%	-$96.6K	0.07%	115
2015 Q4	$861K	Hold	90,000	–	–	0.06%	129
2015 Q3	$881K	Hold	90,000	–	–	0.07%	126
2015 Q2	$1.16M	Hold	90,000	–	–	0.09%	112
2015 Q1	$1.16M	Buy	90,000 +3,000	+3%	+$37.6K	0.09%	112
2014 Q4	$1.2M	Hold	87,000	–	–	0.11%	87
2014 Q3	$1.23M	Buy	+87,000	New	+$1.29M	0.11%	86

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Douglass Winthrop Advisors's AES Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its AES (AES) stake by 1.5% in Q1 2026, selling an estimated $13.8K and leaving 62,242 shares worth $877K. The position accounts for 0.02% of the portfolio, ranked #164.

Douglass Winthrop Advisors first reported a position in AES in Q3 2014 and has held it in 47 quarters since. The position peaked at $2.6M in Q4 2019. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Douglass Winthrop Advisors held 62,242 shares of AES worth $877K as of Q1 2026.
Douglass Winthrop Advisors sold 925 AES shares in Q1 2026, an estimated $13.8K.
AES made up 0.02% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #164 holding.
Douglass Winthrop Advisors first reported a position in AES in Q3 2014 and has held it in 47 quarters since.
Douglass Winthrop Advisors's AES position peaked at $2.6M in Q4 2019.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.