Massachusetts Financial Services
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Massachusetts Financial Services’s AES AES Stock Holding History

Massachusetts Financial Services’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 		$4.27M Sell
302,753
-918,445
-75% -$13.7M ﹤0.01% 766
2025
Q4 		$17.5M Buy
1,221,198
+1,139,186
+1,389% +$16.1M 0.01% 665
2025
Q3 		$1.08M Sell
82,012
-7,665,109
-99% -$99.6M ﹤0.01% 801
2025
Q2 		$81.5M Buy
7,747,121
+369,273
+5% +$3.95M 0.03% 405
2025
Q1 		$91.6M Sell
7,377,848
-16,639
-0.2% -$193K 0.03% 390
2024
Q4 		$95.2M Sell
7,394,487
-23,724
-0.3% -$354K 0.03% 392
2024
Q3 		$149M Sell
7,418,211
-1,900,034
-20% -$33.6M 0.04% 336
2024
Q2 		$164M Sell
9,318,245
-54,113
-0.6% -$1.03M 0.05% 299
2024
Q1 		$168M Buy
9,372,358
+5,968
+0.1% +$99.7K 0.05% 301
2023
Q4 		$180M Sell
9,366,390
-217,019
-2% -$3.53M 0.06% 279
2023
Q3 		$146M Sell
9,583,409
-1,759,507
-16% -$33.5M 0.05% 294
2023
Q2 		$235M Buy
11,342,916
+246,429
+2% +$5.43M 0.08% 231
2023
Q1 		$267M Buy
11,096,487
+89,271
+0.8% +$2.27M 0.09% 206
2022
Q4 		$317M Sell
11,007,216
-128,139
-1% -$3.45M 0.11% 179
2022
Q3 		$252M Buy
11,135,355
+53,261
+0.5% +$1.26M 0.09% 199
2022
Q2 		$233M Buy
11,082,094
+195,354
+2% +$4.26M 0.08% 221
2022
Q1 		$280M Buy
10,886,740
+128,903
+1% +$2.91M 0.08% 211
2021
Q4 		$261M Buy
10,757,837
+1,261,622
+13% +$30.7M 0.07% 238
2021
Q3 		$217M Buy
9,496,215
+100,954
+1% +$2.45M 0.06% 252
2021
Q2 		$245M Sell
9,395,261
-136,900
-1% -$3.61M 0.07% 232
2021
Q1 		$256M Sell
9,532,161
-309,859
-3% -$8.24M 0.08% 215
2020
Q4 		$231M Sell
9,842,020
-356,655
-3% -$7.41M 0.07% 223
2020
Q3 		$185M Sell
10,198,675
-1,171,779
-10% -$19.6M 0.07% 227
2020
Q2 		$165M Sell
11,370,454
-283,799
-2% -$3.73M 0.07% 235
2020
Q1 		$158M Buy
11,654,253
+1,009,086
+9% +$18.1M 0.08% 205
2019
Q4 		$212M Sell
10,645,167
-1,871,164
-15% -$33.5M 0.08% 208
2019
Q3 		$205M Buy
12,516,331
+403,482
+3% +$6.5M 0.08% 200
2019
Q2 		$203M Sell
12,112,849
-1,449,913
-11% -$24.6M 0.08% 202
2019
Q1 		$245M Sell
13,562,762
-318,328
-2% -$5.35M 0.1% 176
2018
Q4 		$201M Sell
13,881,090
-2,618,467
-16% -$39.3M 0.1% 190
2018
Q3 		$231M Sell
16,499,557
-1,302,328
-7% -$17.5M 0.1% 188
2018
Q2 		$239M Buy
17,801,885
+91,198
+0.5% +$1.12M 0.1% 178
2018
Q1 		$201M Sell
17,710,687
-1,832,922
-9% -$19.9M 0.09% 199
2017
Q4 		$212M Buy
19,543,609
+1,923,415
+11% +$20.8M 0.09% 190
2017
Q3 		$194M Buy
17,620,194
+71,255
+0.4% +$795K 0.08% 197
2017
Q2 		$195M Buy
17,548,939
+369,035
+2% +$4.24M 0.09% 191
2017
Q1 		$192M Sell
17,179,904
-375,274
-2% -$4.29M 0.09% 189
2016
Q4 		$204M Sell
17,555,178
-3,002,750
-15% -$35.2M 0.1% 180
2016
Q3 		$264M Sell
20,557,928
-3,311,068
-14% -$41.2M 0.13% 162
2016
Q2 		$298M Sell
23,868,996
-2,063,266
-8% -$23.2M 0.15% 152
2016
Q1 		$306M Sell
25,932,262
-2,049,552
-7% -$20.4M 0.16% 146
2015
Q4 		$268M Sell
27,981,814
-1,683,993
-6% -$16.9M 0.14% 154
2015
Q3 		$290M Buy
29,665,807
+1,781,829
+6% +$21.5M 0.16% 141
2015
Q2 		$370M Buy
27,883,978
+7,882,653
+39% +$106M 0.19% 129
2015
Q1 		$257M Buy
20,001,325
+300,461
+2% +$3.76M 0.13% 160
2014
Q4 		$271M Buy
19,700,864
+965,221
+5% +$13.2M 0.14% 154
2014
Q3 		$266M Sell
18,735,643
-661,550
-3% -$9.84M 0.14% 154
2014
Q2 		$302M Buy
19,397,193
+1,435,415
+8% +$20.6M 0.16% 141
2014
Q1 		$256M Sell
17,961,778
-2,150,353
-11% -$30.3M 0.14% 157
2013
Q4 		$292M Sell
20,112,131
-1,034,967
-5% -$14.7M 0.16% 133
2013
Q3 		$281M Buy
21,147,098
+579,505
+3% +$7.43M 0.17% 121
2013
Q2 		$247M Buy
+20,567,593
New +$261M 0.17% 130

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

Massachusetts Financial Services's AES Position: Q1 2026 in Review

Massachusetts Financial Services reduced its AES (AES) stake by 75% in Q1 2026, selling an estimated $13.7M and leaving 302,753 shares worth $4.27M. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Massachusetts Financial Services first reported a position in AES in Q2 2013 and has held it in 52 quarters since. The position peaked at $370M in Q2 2015. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Massachusetts Financial Services held 302,753 shares of AES worth $4.27M as of Q1 2026.
  • Massachusetts Financial Services sold 918,445 AES shares in Q1 2026, an estimated $13.7M.
  • AES made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #766 holding.
  • Massachusetts Financial Services first reported a position in AES in Q2 2013 and has held it in 52 quarters since.
  • Massachusetts Financial Services's AES position peaked at $370M in Q2 2015.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.