Golden State Equity Partners’s AES AES Stock Holding History

Golden State Equity Partners’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	$17.5K	Sell	1,241 -9,134	-88%	-$136K	﹤0.01%	1128
2025 Q4	$149K	Hold	10,375	–	–	0.02%	484
2025 Q3	$137K	Buy	+10,375	New	+$135K	0.02%	443
2024 Q4	–	Sell	-1,072	Closed	-$21.5K	–	442
2024 Q3	$21.5K	Buy	+1,072	New	+$19K	0.01%	501
2022 Q1	–	Sell	-26,362	Closed	-$641K	–	195
2021 Q4	$641K	Buy	+26,362	New	+$641K	0.32%	74
2021 Q1	–	Sell	-9,079	Closed	-$213K	–	166
2020 Q4	$213K	Buy	+9,079	New	+$189K	0.15%	159

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

Golden State Equity Partners's AES Position: Q1 2026 in Review

Golden State Equity Partners reduced its AES (AES) stake by 88% in Q1 2026, selling an estimated $136K and leaving 1,241 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Golden State Equity Partners first reported a position in AES in Q4 2020 and has held it in 6 quarters since. The position peaked at $641K in Q4 2021. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Golden State Equity Partners held 1,241 shares of AES worth $17.5K as of Q1 2026.
Golden State Equity Partners sold 9,134 AES shares in Q1 2026, an estimated $136K.
AES made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1128 holding.
Golden State Equity Partners first reported a position in AES in Q4 2020 and has held it in 6 quarters since.
Golden State Equity Partners's AES position peaked at $641K in Q4 2021.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.