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J.V. Bruni & Co’s AES AES Stock Holding History

J.V. Bruni & Co’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 		$12.2M Sell
863,985
-1,453,216
-63% -$21.6M 1.27% 26
2025
Q4 		$33.2M Buy
2,317,201
+1,442
+0.1% +$20.3K 3.26% 13
2025
Q3 		$30.5M Buy
2,315,759
+4,740
+0.2% +$61.6K 3.08% 17
2025
Q2 		$24.3M Buy
2,311,019
+296,464
+15% +$3.17M 2.56% 20
2025
Q1 		$25M Buy
2,014,555
+344,296
+21% +$3.98M 2.91% 19
2024
Q4 		$21.5M Buy
1,670,259
+9,311
+0.6% +$139K 2.43% 19
2024
Q3 		$33.3M Buy
1,660,948
+772
+0% +$13.7K 3.71% 11
2024
Q2 		$29.2M Buy
1,660,176
+4,832
+0.3% +$91.9K 3.63% 13
2024
Q1 		$29.7M Buy
1,655,344
+11,814
+0.7% +$197K 3.52% 14
2023
Q4 		$31.6M Buy
1,643,530
+11,312
+0.7% +$184K 3.93% 12
2023
Q3 		$24.8M Buy
1,632,218
+1,944
+0.1% +$37K 3.49% 15
2023
Q2 		$33.8M Sell
1,630,274
-8,746
-0.5% -$193K 4.49% 8
2023
Q1 		$39.5M Sell
1,639,020
-13,582
-0.8% -$345K 5.47% 6
2022
Q4 		$47.5M Sell
1,652,602
-24,414
-1% -$658K 6.66% 2
2022
Q3 		$37.9M Sell
1,677,016
-287,277
-15% -$6.81M 5.95% 4
2022
Q2 		$41.3M Sell
1,964,293
-8,948
-0.5% -$195K 6.2% 4
2022
Q1 		$50.8M Sell
1,973,241
-1,278
-0.1% -$28.9K 6.38% 2
2021
Q4 		$48M Sell
1,974,519
-2,844
-0.1% -$69.1K 5.92% 4
2021
Q3 		$45.1M Sell
1,977,363
-6,635
-0.3% -$161K 5.9% 6
2021
Q2 		$51.7M Sell
1,983,998
-70,840
-3% -$1.87M 6.55% 2
2021
Q1 		$55.1M Sell
2,054,838
-13,076
-0.6% -$348K 7.01% 2
2020
Q4 		$48.6M Sell
2,067,914
-14,070
-0.7% -$292K 7.46% 2
2020
Q3 		$37.7M Buy
2,081,984
+291,006
+16% +$4.86M 7.51% 2
2020
Q2 		$26M Buy
1,790,978
+790,686
+79% +$10.4M 5.56% 5
2020
Q1 		$13.6M Buy
+1,000,292
New +$17.9M 3.49% 15

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

J.V. Bruni & Co's AES Position: Q1 2026 in Review

J.V. Bruni & Co reduced its AES (AES) stake by 63% in Q1 2026, selling an estimated $21.6M and leaving 863,985 shares worth $12.2M. The position accounts for 1.27% of the portfolio, ranked #26.

J.V. Bruni & Co first reported a position in AES in Q1 2020 and has held it in 25 quarters since. The position peaked at $55.1M in Q1 2021. 748 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • J.V. Bruni & Co held 863,985 shares of AES worth $12.2M as of Q1 2026.
  • J.V. Bruni & Co sold 1,453,216 AES shares in Q1 2026, an estimated $21.6M.
  • AES made up 1.27% of J.V. Bruni & Co's portfolio in Q1 2026, its #26 holding.
  • J.V. Bruni & Co first reported a position in AES in Q1 2020 and has held it in 25 quarters since.
  • J.V. Bruni & Co's AES position peaked at $55.1M in Q1 2021.
  • 748 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on J.V. Bruni & Co's 13F filing for Q1 2026, filed 7 May 2026.