MPWT
AES icon

MassMutual Private Wealth & Trust’s AES AES Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$56.3K Sell
3,842
-114
-3% -$1.66K ﹤0.01% 734
2026
Q1 		$55.7K Sell
3,956
-305
-7% -$4.54K ﹤0.01% 734
2025
Q4 		$61.1K Sell
4,261
-2,863
-40% -$40.4K ﹤0.01% 724
2025
Q3 		$93.8K Sell
7,124
-158
-2% -$2.05K ﹤0.01% 614
2025
Q2 		$76.6K Sell
7,282
-213
-3% -$2.28K ﹤0.01% 666
2025
Q1 		$93.1K Buy
7,495
+1,560
+26% +$18K ﹤0.01% 570
2024
Q4 		$76.4K Sell
5,935
-15,480
-72% -$231K ﹤0.01% 633
2024
Q3 		$430K Buy
21,415
+145
+0.7% +$2.56K 0.01% 317
2024
Q2 		$374K Buy
21,270
+273
+1% +$5.19K 0.01% 334
2024
Q1 		$376K Buy
20,997
+307
+1% +$5.13K 0.01% 313
2023
Q4 		$398K Buy
20,690
+3,295
+19% +$53.6K 0.01% 308
2023
Q3 		$264K Buy
17,395
+46
+0.3% +$876 0.01% 342
2023
Q2 		$360K Sell
17,349
-3,231
-16% -$71.1K 0.01% 311
2023
Q1 		$496K Sell
20,580
-504
-2% -$12.8K 0.02% 272
2022
Q4 		$606K Sell
21,084
-7,877
-27% -$212K 0.02% 263
2022
Q3 		$655K Sell
28,961
-438
-1% -$10.4K 0.03% 248
2022
Q2 		$618K Sell
29,399
-1,136
-4% -$24.8K 0.03% 254
2022
Q1 		$786K Buy
30,535
+42
+0.1% +$949 0.03% 247
2021
Q4 		$741K Sell
30,493
-207
-0.7% -$5.03K 0.03% 263
2021
Q3 		$701K Hold
30,700
– – 0.03% 259
2021
Q2 		$800K Buy
30,700
+5
+0% +$132 0.03% 246
2021
Q1 		$823K Buy
30,695
+28
+0.1% +$745 0.04% 238
2020
Q4 		$721K Hold
30,667
– – 0.04% 236
2020
Q3 		$555K Sell
30,667
-4,975
-14% -$83.1K 0.03% 248
2020
Q2 		$516K Sell
35,642
-6,812
-16% -$89.5K 0.03% 246
2020
Q1 		$577K Sell
42,454
-88,905
-68% -$1.59M 0.05% 215
2019
Q4 		$2.61M Buy
131,359
+9,417
+8% +$168K 0.16% 148
2019
Q3 		$1.99M Buy
121,942
+15,924
+15% +$256K 0.13% 156
2019
Q2 		$1.78M Buy
106,018
+8,930
+9% +$151K 0.12% 162
2019
Q1 		$1.76M Buy
97,088
+8,862
+10% +$149K 0.13% 155
2018
Q4 		$1.28M Buy
88,226
+1,916
+2% +$28.8K 0.11% 160
2018
Q3 		$1.21M Sell
86,310
-19,487
-18% -$262K 0.09% 173
2018
Q2 		$1.42M Buy
105,797
+1,127
+1% +$13.9K 0.11% 159
2018
Q1 		$1.19M Buy
104,670
+15,698
+18% +$171K 0.1% 167
2017
Q4 		$964K Sell
88,972
-8,856
-9% -$95.8K 0.08% 180
2017
Q3 		$1.08M Buy
97,828
+12,683
+15% +$142K 0.09% 173
2017
Q2 		$946K Sell
85,145
-1,888
-2% -$21.7K 0.08% 177
2017
Q1 		$973K Buy
87,033
+16,005
+23% +$183K 0.09% 180
2016
Q4 		$825K Buy
+71,028
New +$834K 0.1% 166
2016
Q2 		$233K Buy
18,660
+388
+2% +$4.37K 0.03% 298
2016
Q1 		$216K Buy
18,272
+1,563
+9% +$15.6K 0.03% 287
2015
Q4 		$160K Buy
+16,709
New +$167K 0.02% 295
2015
Q2 		– Sell
-16,407
Closed -$211K – 739
2015
Q1 		$211K Buy
+16,407
New +$206K 0.03% 268

Other funds holding AES

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

MassMutual Private Wealth & Trust's AES Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its AES (AES) stake by 2.9% in Q2 2026, selling an estimated $1.66K and leaving 3,842 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

MassMutual Private Wealth & Trust first reported a position in AES in Q1 2015 and has held it in 43 quarters since. The position peaked at $2.61M in Q4 2019. 244 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,842 shares of AES worth $56.3K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 114 AES shares in Q2 2026, an estimated $1.66K.
  • AES made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #734 holding.
  • MassMutual Private Wealth & Trust first reported a position in AES in Q1 2015 and has held it in 43 quarters since.
  • MassMutual Private Wealth & Trust's AES position peaked at $2.61M in Q4 2019.
  • 244 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.