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LMCG Investments’s AES AES Stock Holding History

LMCG Investments’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 		$7.16M Buy
507,873
+9,988
+2% +$149K 0.43% 78
2025
Q4 		$7.14M Buy
497,885
+5,876
+1% +$82.8K 0.41% 79
2025
Q3 		$6.47M Sell
492,009
-441
-0.1% -$5.73K 0.38% 82
2025
Q2 		$5.18M Sell
492,450
-6,357
-1% -$68K 0.32% 93
2025
Q1 		$6.2M Sell
498,807
-20,168
-4% -$233K 0.41% 86
2024
Q4 		$6.68M Sell
518,975
-131,534
-20% -$1.96M 0.41% 82
2024
Q3 		$13M Buy
650,509
+3,690
+0.6% +$65.3K 0.78% 37
2024
Q2 		$11.4M Buy
646,819
+8,706
+1% +$166K 0.66% 50
2024
Q1 		$11.4M Buy
638,113
+180,452
+39% +$3.02M 0.67% 50
2023
Q4 		$8.81M Sell
457,661
-1,332
-0.3% -$21.7K 0.55% 68
2023
Q3 		$6.98M Buy
458,993
+1,909
+0.4% +$36.4K 0.47% 74
2023
Q2 		$9.48M Sell
457,084
-3,814
-0.8% -$84K 0.61% 52
2023
Q1 		$11.1M Sell
460,898
-2,759
-0.6% -$70.1K 0.74% 39
2022
Q4 		$13.3M Sell
463,657
-10,526
-2% -$284K 0.93% 23
2022
Q3 		$10.7M Sell
474,183
-2,045
-0.4% -$48.5K 0.78% 31
2022
Q2 		$10M Sell
476,228
-2,466
-0.5% -$53.8K 0.69% 40
2022
Q1 		$12.3M Buy
+478,694
New +$10.8M 0.71% 34
2015
Q3 		$5.48M Buy
559,991
+69,063
+14% +$834K 0.12% 297
2015
Q2 		$6.51M Buy
490,928
+21,670
+5% +$291K 0.14% 274
2015
Q1 		$6.03M Buy
469,258
+48,729
+12% +$610K 0.13% 286
2014
Q4 		$5.79M Buy
420,529
+125,969
+43% +$1.72M 0.13% 266
2014
Q3 		$4.18M Buy
294,560
+11,310
+4% +$168K 0.09% 283
2014
Q2 		$4.4M Buy
283,250
+7,775
+3% +$112K 0.1% 287
2014
Q1 		$3.93M Buy
+275,475
New +$3.89M 0.09% 282

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

LMCG Investments's AES Position: Q1 2026 in Review

LMCG Investments increased its AES (AES) stake by 2% in Q1 2026, buying an estimated $149K and bringing the position to 507,873 shares worth $7.16M. The position accounts for 0.43% of the portfolio, ranked #78.

LMCG Investments first reported a position in AES in Q1 2014 and has held it in 24 quarters since. The position peaked at $13.3M in Q4 2022. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • LMCG Investments held 507,873 shares of AES worth $7.16M as of Q1 2026.
  • LMCG Investments bought 9,988 AES shares in Q1 2026, an estimated $149K.
  • AES made up 0.43% of LMCG Investments's portfolio in Q1 2026, its #78 holding.
  • LMCG Investments first reported a position in AES in Q1 2014 and has held it in 24 quarters since.
  • LMCG Investments's AES position peaked at $13.3M in Q4 2022.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.