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Kovack Advisors’s AES AES Stock Holding History

Kovack 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 		$423K Sell
29,996
-36,174
-55% -$539K 0.02% 642
2025
Q4 		$949K Buy
66,170
+2,056
+3% +$29K 0.04% 397
2025
Q3 		$844K Sell
64,114
-3,541
-5% -$46K 0.08% 232
2025
Q2 		$712K Buy
67,655
+12,664
+23% +$136K 0.07% 254
2025
Q1 		$683K Buy
54,991
+26,524
+93% +$307K 0.07% 234
2024
Q4 		$366K Buy
+28,467
New +$425K 0.04% 390
2018
Q3 		– Sell
-11,700
Closed -$157K – 466
2018
Q2 		$157K Sell
11,700
-1,500
-11% -$18.5K 0.04% 377
2018
Q1 		$150K Sell
13,200
-3,025
-19% -$32.9K 0.04% 451
2017
Q4 		$176K Sell
16,225
-1,000
-6% -$10.8K 0.04% 424
2017
Q3 		$190K Sell
17,225
-1,000
-5% -$11.2K 0.06% 318
2017
Q2 		$202K Sell
18,225
-1,500
-8% -$17.2K 0.06% 330
2017
Q1 		$221K Sell
19,725
-1,500
-7% -$17.1K 0.09% 247
2016
Q4 		$247K Buy
21,225
+1
+0% +$12 0.12% 191
2016
Q3 		$273K Sell
21,224
-500
-2% -$6.23K 0.13% 176
2016
Q2 		$271K Hold
21,724
– – 0.14% 173
2016
Q1 		$256K Sell
21,724
-2,000
-8% -$19.9K 0.16% 162
2015
Q4 		$227K Sell
23,724
-1,999
-8% -$20K 0.15% 170
2015
Q3 		$252K Buy
25,723
+1,000
+4% +$12.1K 0.18% 151
2015
Q2 		$328K Hold
24,723
– – 0.23% 116
2015
Q1 		$318K Buy
+24,723
New +$310K 0.27% 102

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

Kovack Advisors's AES Position: Q1 2026 in Review

Kovack Advisors reduced its AES (AES) stake by 55% in Q1 2026, selling an estimated $539K and leaving 29,996 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #642.

Kovack Advisors first reported a position in AES in Q1 2015 and has held it in 20 quarters since. The position peaked at $949K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Kovack Advisors held 29,996 shares of AES worth $423K as of Q1 2026.
  • Kovack Advisors sold 36,174 AES shares in Q1 2026, an estimated $539K.
  • AES made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #642 holding.
  • Kovack Advisors first reported a position in AES in Q1 2015 and has held it in 20 quarters since.
  • Kovack Advisors's AES position peaked at $949K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.