Gould Capital’s AES AES Stock Holding History

Gould Capital’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	$3.21M	Sell	228,157 -18,752	-8%	-$279K	1.95%	19
2025 Q4	$3.54M	Sell	246,909 -6,075	-2%	-$85.6K	2.18%	12
2025 Q3	$3.33M	Sell	252,984 -547	-0.2%	-$7.11K	2.06%	15
2025 Q2	$2.67M	Buy	253,531 +7,766	+3%	+$83.1K	1.78%	22
2025 Q1	$3.05M	Buy	245,765 +20,569	+9%	+$238K	2.13%	17
2024 Q4	$2.9M	Buy	225,196 +55,619	+33%	+$831K	2.02%	21
2024 Q3	$3.4M	Buy	+169,577	New	+$3M	2.24%	14
2023 Q2	–	Sell	-1,590	Closed	-$38.3K	–	194
2023 Q1	$38.3K	Sell	1,590 -127,009	-99%	-$3.23M	0.03%	90
2022 Q4	$3.7M	Sell	128,599 -4,338	-3%	-$117K	2.95%	7
2022 Q3	$3M	Sell	132,937 -873	-0.7%	-$20.7K	2.6%	10
2022 Q2	$2.81M	Buy	133,810 +565	+0.4%	+$12.3K	2.26%	15
2022 Q1	$3.43M	Buy	+133,245	New	+$3.01M	2.46%	10

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

Gould Capital's AES Position: Q1 2026 in Review

Gould Capital reduced its AES (AES) stake by 7.6% in Q1 2026, selling an estimated $279K and leaving 228,157 shares worth $3.21M. The position accounts for 1.95% of the portfolio, ranked #19.

Gould Capital first reported a position in AES in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.7M in Q4 2022. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Gould Capital held 228,157 shares of AES worth $3.21M as of Q1 2026.
Gould Capital sold 18,752 AES shares in Q1 2026, an estimated $279K.
AES made up 1.95% of Gould Capital's portfolio in Q1 2026, its #19 holding.
Gould Capital first reported a position in AES in Q1 2022 and has held it in 12 quarters since.
Gould Capital's AES position peaked at $3.7M in Q4 2022.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.