Governors Lane’s AES AES Stock Holding History

Governors Lane’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	$18.8M	Buy	1,331,984 +817,224	+159%	+$12.2M	1.2%	18
2025 Q4	$7.38M	Buy	514,760 +295,360	+135%	+$4.16M	0.44%	62
2025 Q3	$2.89M	Buy	+219,400	New	+$2.85M	0.22%	83

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

Governors Lane's AES Position: Q1 2026 in Review

Governors Lane increased its AES (AES) stake by 159% in Q1 2026, buying an estimated $12.2M and bringing the position to 1,331,984 shares worth $18.8M. The position accounts for 1.2% of the portfolio, ranked #18.

Governors Lane first reported a position in AES in Q3 2025 and has held it in 3 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Governors Lane held 1,331,984 shares of AES worth $18.8M as of Q1 2026.
Governors Lane bought 817,224 AES shares in Q1 2026, an estimated $12.2M.
AES made up 1.2% of Governors Lane's portfolio in Q1 2026, its #18 holding.
Governors Lane first reported a position in AES in Q3 2025 and has held it in 3 quarters since.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Governors Lane's 13F filing for Q1 2026, filed 15 May 2026.