Mutual Advisors’s AES AES Stock Holding History

Mutual Advisors’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	$1.03M	Buy	73,242 +248	+0.3%	+$3.69K	0.02%	592
2025 Q4	$1.05M	Buy	72,994 +667	+0.9%	+$9.4K	0.02%	560
2025 Q3	$1.03M	Sell	72,327 -657	-0.9%	-$8.53K	0.02%	562
2025 Q2	$1.01M	Sell	72,984 -13,496	-16%	-$144K	0.03%	513
2025 Q1	$869K	Buy	86,480 +12,313	+17%	+$142K	0.02%	500
2024 Q4	$890K	Buy	74,167 +4,723	+7%	+$70.5K	0.03%	516
2024 Q3	$1.18M	Sell	69,444 -1,424	-2%	-$25.2K	0.03%	433
2024 Q2	$1.25M	Buy	70,868 +14,118	+25%	+$268K	0.04%	414
2024 Q1	$1.02M	Buy	56,750 +8,348	+17%	+$140K	0.03%	465
2023 Q4	$932K	Buy	48,402 +337	+0.7%	+$5.48K	0.03%	473
2023 Q3	$731K	Buy	48,065 +3,288	+7%	+$62.6K	0.03%	506
2023 Q2	$928K	Buy	44,777 +7,917	+21%	+$174K	0.04%	458
2023 Q1	$888K	Sell	36,860 -587	-2%	-$14.9K	0.04%	455
2022 Q4	$1.08M	Sell	37,447 -473	-1%	-$12.7K	0.05%	394
2022 Q3	$857K	Buy	37,920 +5,366	+16%	+$127K	0.04%	409
2022 Q2	$684K	Buy	32,554 +4,093	+14%	+$89.3K	0.05%	444
2022 Q1	$732K	Sell	28,461 -2,067	-7%	-$46.7K	0.04%	467
2021 Q4	$742K	Buy	30,528 +7,863	+35%	+$191K	0.04%	478
2021 Q3	$517K	Buy	22,665 +1,847	+9%	+$44.9K	0.03%	530
2021 Q2	$543K	Buy	20,818 +1,259	+6%	+$33.2K	0.03%	502
2021 Q1	$524K	Sell	19,559 -350	-2%	-$9.31K	0.04%	474
2020 Q4	$468K	Buy	19,909 +855	+4%	+$17.8K	0.03%	475
2020 Q3	$345K	Buy	+19,054	New	+$318K	0.03%	505

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

Mutual Advisors's AES Position: Q1 2026 in Review

Mutual Advisors increased its AES (AES) stake by 0.34% in Q1 2026, buying an estimated $3.69K and bringing the position to 73,242 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #592.

Mutual Advisors first reported a position in AES in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.25M in Q2 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Mutual Advisors held 73,242 shares of AES worth $1.03M as of Q1 2026.
Mutual Advisors bought 248 AES shares in Q1 2026, an estimated $3.69K.
AES made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #592 holding.
Mutual Advisors first reported a position in AES in Q3 2020 and has held it in 23 quarters since.
Mutual Advisors's AES position peaked at $1.25M in Q2 2024.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.