Madison Asset Management’s AES AES Stock Holding History

Madison Asset 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	$7.75M	Sell	550,000 -544,000	-50%	-$8.1M	0.1%	145
2025 Q4	$15.7M	Hold	1,094,000	–	–	0.18%	104
2025 Q3	$14.4M	Buy	1,094,000 +1,000	+0.1%	+$13K	0.16%	113
2025 Q2	$11.5M	Hold	1,093,000	–	–	0.12%	125
2025 Q1	$13.6M	Buy	1,093,000 +300,000	+38%	+$3.47M	0.15%	115
2024 Q4	$10.2M	Buy	793,000 +65,000	+9%	+$971K	0.12%	130
2024 Q3	$14.6M	Buy	728,000 +48,000	+7%	+$849K	0.16%	114
2024 Q2	$11.9M	Sell	680,000 -31,666	-4%	-$602K	0.15%	118
2024 Q1	$12.8M	Hold	711,666	–	–	0.16%	116
2023 Q4	$13.7M	Buy	711,666 +577	+0.1%	+$9.38K	0.19%	117
2023 Q3	$10.8M	Buy	711,089 +214,089	+43%	+$4.08M	0.16%	125
2023 Q2	$10.3M	Buy	497,000 +141,000	+40%	+$3.1M	0.15%	128
2023 Q1	$8.57M	Buy	356,000 +201,000	+130%	+$5.11M	0.13%	136
2022 Q4	$4.46M	Sell	155,000 -109,500	-41%	-$2.95M	0.07%	175
2022 Q3	$5.98M	Sell	264,500 -120,500	-31%	-$2.86M	0.1%	144
2022 Q2	$8.09M	Hold	385,000	–	–	0.13%	135
2022 Q1	$9.91M	Buy	385,000 +65,000	+20%	+$1.47M	0.14%	125
2021 Q4	$7.78M	Buy	320,000 +53,000	+20%	+$1.29M	0.1%	140
2021 Q3	$6.1M	Buy	267,000 +63,000	+31%	+$1.53M	0.08%	161
2021 Q2	$5.32M	Buy	+204,000	New	+$5.39M	0.07%	181
2020 Q4	–	Sell	-418,700	Closed	-$7.58M	–	298
2020 Q3	$7.58M	Sell	418,700 -14,300	-3%	-$239K	0.13%	123
2020 Q2	$6.27M	Hold	433,000	–	–	0.11%	139
2020 Q1	$5.89M	Buy	433,000 +203,000	+88%	+$3.64M	0.12%	136
2019 Q4	$4.58M	Buy	+230,000	New	+$4.12M	0.07%	200

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

Madison Asset Management's AES Position: Q1 2026 in Review

Madison Asset Management reduced its AES (AES) stake by 50% in Q1 2026, selling an estimated $8.1M and leaving 550,000 shares worth $7.75M. The position accounts for 0.1% of the portfolio, ranked #145.

Madison Asset Management first reported a position in AES in Q4 2019 and has held it in 24 quarters since. The position peaked at $15.7M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Madison Asset Management held 550,000 shares of AES worth $7.75M as of Q1 2026.
Madison Asset Management sold 544,000 AES shares in Q1 2026, an estimated $8.1M.
AES made up 0.1% of Madison Asset Management's portfolio in Q1 2026, its #145 holding.
Madison Asset Management first reported a position in AES in Q4 2019 and has held it in 24 quarters since.
Madison Asset Management's AES position peaked at $15.7M in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.