PSP
AES icon

Principal Street Partners’s AES AES Stock Holding History

Principal Street 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 		$6.13M Buy
435,304
+14,632
+3% +$218K 1% 45
2025
Q4 		$6.03M Buy
420,672
+6,297
+2% +$88.8K 1.02% 51
2025
Q3 		$5.45M Buy
414,375
+46,064
+13% +$598K 0.87% 50
2025
Q2 		$3.87M Buy
+368,311
New +$3.94M 0.38% 64
2023
Q4 		– Sell
-10,986
Closed -$167K – 220
2023
Q3 		$167K Sell
10,986
-6,935
-39% -$132K 0.03% 205
2023
Q2 		$372K Sell
17,921
-68
-0.4% -$1.5K 0.09% 150
2023
Q1 		$433K Sell
17,989
-876
-5% -$22.3K 0.11% 129
2022
Q4 		$543K Buy
18,865
+4,029
+27% +$109K 0.14% 112
2022
Q3 		$335K Buy
14,836
+3,126
+27% +$74.1K 0.09% 150
2022
Q2 		$246K Buy
11,710
+283
+2% +$6.17K 0.06% 184
2022
Q1 		$294K Buy
11,427
+218
+2% +$4.93K 0.07% 184
2021
Q4 		$272K Buy
11,209
+829
+8% +$20.1K 0.07% 179
2021
Q3 		$237K Hold
10,380
– – 0.06% 175
2021
Q2 		$271K Sell
10,380
-17,277
-62% -$456K 0.07% 181
2021
Q1 		$741K Buy
27,657
+14,977
+118% +$398K 0.1% 139
2020
Q4 		$298K Sell
12,680
-5,676
-31% -$118K 0.09% 145
2020
Q3 		$332K Buy
18,356
+3,235
+21% +$54K 0.12% 117
2020
Q2 		$219K Sell
15,121
-65,106
-81% -$855K 0.08% 123
2020
Q1 		$1.09M Buy
80,227
+68,215
+568% +$1.22M 0.46% 43
2019
Q4 		$239K Buy
12,012
+533
+5% +$9.54K 0.05% 176
2019
Q3 		$188K Buy
+11,479
New +$185K 0.05% 169

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

Principal Street Partners's AES Position: Q1 2026 in Review

Principal Street Partners increased its AES (AES) stake by 3.5% in Q1 2026, buying an estimated $218K and bringing the position to 435,304 shares worth $6.13M. The position accounts for 1% of the portfolio, ranked #45.

Principal Street Partners first reported a position in AES in Q3 2019 and has held it in 21 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Principal Street Partners held 435,304 shares of AES worth $6.13M as of Q1 2026.
  • Principal Street Partners bought 14,632 AES shares in Q1 2026, an estimated $218K.
  • AES made up 1% of Principal Street Partners's portfolio in Q1 2026, its #45 holding.
  • Principal Street Partners first reported a position in AES in Q3 2019 and has held it in 21 quarters since.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

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