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Millstone Evans Group’s AES AES Stock Holding History

Millstone Evans Group’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 		$1.54K Sell
109
-113
-51% -$1.68K ﹤0.01% 772
2025
Q4 		$3.18K Hold
222
– – ﹤0.01% 706
2025
Q3 		$2.92K Hold
222
– – ﹤0.01% 700
2025
Q2 		$2.33K Hold
222
– – ﹤0.01% 665
2025
Q1 		$2.76K Hold
222
– – ﹤0.01% 670
2024
Q4 		$2.86K Buy
+222
New +$3.32K ﹤0.01% 621

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

Millstone Evans Group's AES Position: Q1 2026 in Review

Millstone Evans Group reduced its AES (AES) stake by 51% in Q1 2026, selling an estimated $1.68K and leaving 109 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Millstone Evans Group first reported a position in AES in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.18K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Millstone Evans Group held 109 shares of AES worth $1.54K as of Q1 2026.
  • Millstone Evans Group sold 113 AES shares in Q1 2026, an estimated $1.68K.
  • AES made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #772 holding.
  • Millstone Evans Group first reported a position in AES in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's AES position peaked at $3.18K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.