LCM
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LVM Capital Management’s AES AES Stock Holding History

LVM Capital Management’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 		– Sell
-35,685
Closed -$512K – 158
2025
Q4 		$512K Buy
+35,685
New +$503K 0.05% 106

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

LVM Capital Management's AES Position: Q1 2026 in Review

LVM Capital Management sold out of AES (AES) in Q1 2026, closing a stake of 35,685 shares — an estimated $512K sold.

LVM Capital Management first reported a position in AES in Q4 2025 and held it in 1 quarter. The position peaked at $512K in Q4 2025. 748 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • LVM Capital Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • LVM Capital Management sold 35,685 AES shares in Q1 2026, an estimated $512K.
  • LVM Capital Management first reported a position in AES in Q4 2025 and held it in 1 quarter.
  • LVM Capital Management's AES position peaked at $512K in Q4 2025.
  • 748 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on LVM Capital Management's 13F filing for Q1 2026, filed 2 Apr 2026.