Lynx Investment Advisory’s AES AES Stock Holding History

Lynx Investment Advisory’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	$1.06M	Buy	74,893 +955	+1%	+$14.2K	0.5%	40
2025 Q4	$1.06M	Sell	73,938 -547	-0.7%	-$7.71K	0.58%	38
2025 Q3	$980K	Sell	74,485 -3,149	-4%	-$40.9K	0.59%	38
2025 Q2	$817K	Buy	77,634 +2,696	+4%	+$28.9K	0.53%	50
2025 Q1	$931K	Buy	+74,938	New	+$867K	0.62%	40

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

Lynx Investment Advisory's AES Position: Q1 2026 in Review

Lynx Investment Advisory increased its AES (AES) stake by 1.3% in Q1 2026, buying an estimated $14.2K and bringing the position to 74,893 shares worth $1.06M. The position accounts for 0.5% of the portfolio, ranked #40.

Lynx Investment Advisory first reported a position in AES in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Lynx Investment Advisory held 74,893 shares of AES worth $1.06M as of Q1 2026.
Lynx Investment Advisory bought 955 AES shares in Q1 2026, an estimated $14.2K.
AES made up 0.5% of Lynx Investment Advisory's portfolio in Q1 2026, its #40 holding.
Lynx Investment Advisory first reported a position in AES in Q1 2025 and has held it in 5 quarters since.
Lynx Investment Advisory's AES position peaked at $1.06M in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.