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Robertson Stephens Wealth Management’s AES AES Stock Holding History

Robertson Stephens Wealth Management’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 		$169K Sell
12,016
-2,185
-15% -$32.5K ﹤0.01% 592
2025
Q4 		$204K Sell
14,201
-2,112
-13% -$29.8K 0.01% 602
2025
Q3 		$215K Sell
16,313
-7,658
-32% -$99.5K 0.01% 504
2025
Q2 		$252K Buy
+23,971
New +$257K 0.01% 486

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

Robertson Stephens Wealth Management's AES Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its AES (AES) stake by 15% in Q1 2026, selling an estimated $32.5K and leaving 12,016 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Robertson Stephens Wealth Management first reported a position in AES in Q2 2025 and has held it in 4 quarters since. The position peaked at $252K in Q2 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Robertson Stephens Wealth Management held 12,016 shares of AES worth $169K as of Q1 2026.
  • Robertson Stephens Wealth Management sold 2,185 AES shares in Q1 2026, an estimated $32.5K.
  • AES made up ﹤0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #592 holding.
  • Robertson Stephens Wealth Management first reported a position in AES in Q2 2025 and has held it in 4 quarters since.
  • Robertson Stephens Wealth Management's AES position peaked at $252K in Q2 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.