&Partners’s AES AES Stock Holding History

&Partners’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	$1.92M	Sell	136,060 -35,712	-21%	-$532K	0.01%	927
2025 Q4	$2.45M	Buy	171,772 +23,903	+16%	+$337K	0.01%	772
2025 Q3	$1.94M	Buy	147,869 +33,363	+29%	+$433K	0.01%	769
2025 Q2	$1.2M	Buy	114,506 +40,161	+54%	+$430K	0.01%	887
2025 Q1	$923K	Buy	74,345 +4,346	+6%	+$50.3K	0.01%	867
2024 Q4	$908K	Buy	69,999 +55,740	+391%	+$832K	0.01%	807
2024 Q3	$286K	Buy	+14,259	New	+$252K	0.01%	1124

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

&Partners's AES Position: Q1 2026 in Review

&Partners reduced its AES (AES) stake by 21% in Q1 2026, selling an estimated $532K and leaving 136,060 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #927.

&Partners first reported a position in AES in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

&Partners held 136,060 shares of AES worth $1.92M as of Q1 2026.
&Partners sold 35,712 AES shares in Q1 2026, an estimated $532K.
AES made up 0.01% of &Partners's portfolio in Q1 2026, its #927 holding.
&Partners first reported a position in AES in Q3 2024 and has held it in 7 quarters since.
&Partners's AES position peaked at $2.45M in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.