Oakworth Capital’s AES AES Stock Holding History

Oakworth Capital’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	$395	Hold	28	–	–	﹤0.01%	839
2025 Q4	$402	Hold	28	–	–	﹤0.01%	844
2025 Q3	$368	Hold	28	–	–	﹤0.01%	818
2025 Q2	$295	Hold	28	–	–	﹤0.01%	618
2025 Q1	$348	Hold	28	–	–	﹤0.01%	672
2024 Q4	$360	Hold	28	–	–	﹤0.01%	617
2024 Q3	$562	Buy	+28	New	+$495	﹤0.01%	650
2019 Q4	–	Sell	-40	Closed	–	–	548
2019 Q3	$0	Hold	40	–	–	﹤0.01%	564
2019 Q2	$0	Buy	+40	New	+$678	﹤0.01%	613

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

Oakworth Capital's AES Position: Q1 2026 in Review

Oakworth Capital held its AES (AES) position steady in Q1 2026 at 28 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Oakworth Capital first reported a position in AES in Q2 2019 and has held it in 9 quarters since. The position peaked at $562 in Q3 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Oakworth Capital held 28 shares of AES worth $395 as of Q1 2026.
Oakworth Capital left its AES share count unchanged in Q1 2026.
AES made up ﹤0.01% of Oakworth Capital's portfolio in Q1 2026, its #839 holding.
Oakworth Capital first reported a position in AES in Q2 2019 and has held it in 9 quarters since.
Oakworth Capital's AES position peaked at $562 in Q3 2024.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.