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Evergreen Capital Management’s AES AES Stock Holding History

Evergreen Capital Management’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 		$5.68M Sell
402,912
-183,672
-31% -$2.73M 0.12% 173
2025
Q4 		$8.41M Sell
586,584
-609,751
-51% -$8.59M 0.19% 129
2025
Q3 		$15.7M Sell
1,196,335
-286,869
-19% -$3.73M 0.37% 62
2025
Q2 		$15.6M Buy
1,483,204
+67,904
+5% +$727K 0.47% 53
2025
Q1 		$17.6M Buy
1,415,300
+143,750
+11% +$1.66M 0.59% 33
2024
Q4 		$16.4M Buy
1,271,550
+799,363
+169% +$11.9M 0.53% 46
2024
Q3 		$9.47M Buy
472,187
+20,460
+5% +$362K 0.32% 88
2024
Q2 		$7.94M Sell
451,727
-35,326
-7% -$672K 0.29% 100
2024
Q1 		$8.73M Buy
487,053
+166,794
+52% +$2.79M 0.33% 81
2023
Q4 		$6.16M Buy
320,259
+6,012
+2% +$97.8K 0.25% 119
2023
Q3 		$4.78M Buy
314,247
+107,586
+52% +$2.05M 0.21% 140
2023
Q2 		$4.28M Buy
206,661
+183,105
+777% +$4.03M 0.18% 150
2023
Q1 		$567K Sell
23,556
-7,171
-23% -$182K 0.03% 356
2022
Q4 		$884K Buy
30,727
+5,782
+23% +$156K 0.04% 293
2022
Q3 		$564K Buy
24,945
+2,529
+11% +$60K 0.03% 327
2022
Q2 		$471K Buy
22,416
+3,558
+19% +$77.6K 0.02% 345
2022
Q1 		$485K Buy
18,858
+4,608
+32% +$104K 0.02% 385
2021
Q4 		$346K Buy
14,250
+1,400
+11% +$34K 0.01% 442
2021
Q3 		$293K Sell
12,850
-39,857
-76% -$968K 0.01% 442
2021
Q2 		$1.37M Buy
52,707
+1,299
+3% +$34.3K 0.07% 235
2021
Q1 		$1.38M Buy
+51,408
New +$1.37M 0.07% 226
2020
Q1 		– Sell
-11,063
Closed -$220K – 378
2019
Q4 		$220K Buy
11,063
+5
+0% +$89 0.02% 420
2019
Q3 		$181K Buy
11,058
+6
+0.1% +$97 0.02% 403
2019
Q2 		$185K Buy
11,052
+6
+0.1% +$102 0.02% 401
2019
Q1 		$200K Buy
11,046
+712
+7% +$12K 0.02% 364
2018
Q4 		$149K Hold
10,334
– – 0.02% 355
2018
Q3 		$145K Hold
10,334
– – 0.01% 374
2018
Q2 		$139K Hold
10,334
– – 0.01% 351
2018
Q1 		$117K Buy
+10,334
New +$112K 0.01% 350

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

Evergreen Capital Management's AES Position: Q1 2026 in Review

Evergreen Capital Management reduced its AES (AES) stake by 31% in Q1 2026, selling an estimated $2.73M and leaving 402,912 shares worth $5.68M. The position accounts for 0.12% of the portfolio, ranked #173.

Evergreen Capital Management first reported a position in AES in Q1 2018 and has held it in 29 quarters since. The position peaked at $17.6M in Q1 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Evergreen Capital Management held 402,912 shares of AES worth $5.68M as of Q1 2026.
  • Evergreen Capital Management sold 183,672 AES shares in Q1 2026, an estimated $2.73M.
  • AES made up 0.12% of Evergreen Capital Management's portfolio in Q1 2026, its #173 holding.
  • Evergreen Capital Management first reported a position in AES in Q1 2018 and has held it in 29 quarters since.
  • Evergreen Capital Management's AES position peaked at $17.6M in Q1 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.