EA
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Everpar Advisors’s AES AES Stock Holding History

Everpar 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 		– Sell
-13,986
Closed -$201K – 284
2025
Q4 		$201K Buy
13,986
+251
+2% +$3.54K 0.07% 268
2025
Q3 		$181K Sell
13,735
-2,396
-15% -$31.1K 0.07% 275
2025
Q2 		$170K Buy
16,131
+3,661
+29% +$39.2K 0.08% 265
2025
Q1 		$155K Sell
12,470
-6,822
-35% -$78.9K 0.08% 251
2024
Q4 		$248K Buy
19,292
+4,350
+29% +$65K 0.13% 227
2024
Q3 		$300K Buy
14,942
+1,729
+13% +$30.6K 0.16% 187
2024
Q2 		$232K Buy
+13,213
New +$251K 0.12% 234
2024
Q1 		– Sell
-31,798
Closed -$612K – 233
2023
Q4 		$612K Buy
+31,798
New +$517K 0.28% 126

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Everpar Advisors's AES Position: Q1 2026 in Review

Everpar Advisors sold out of AES (AES) in Q1 2026, closing a stake of 13,986 shares — an estimated $201K sold.

Everpar Advisors first reported a position in AES in Q4 2023 and held it in 8 quarters. The position peaked at $612K in Q4 2023. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Everpar Advisors reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Everpar Advisors sold 13,986 AES shares in Q1 2026, an estimated $201K.
  • Everpar Advisors first reported a position in AES in Q4 2023 and held it in 8 quarters.
  • Everpar Advisors's AES position peaked at $612K in Q4 2023.
  • 750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Everpar Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.