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Rockbridge Capital Management’s AES AES Stock Holding History

Rockbridge Capital 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 		– Sell
-10,000
Closed -$143K – 28
2025
Q4 		$143K Hold
10,000
– – 0.09% 30
2025
Q3 		$132K Hold
10,000
– – 0.08% 28
2025
Q2 		$105K Hold
10,000
– – 0.06% 27
2025
Q1 		$124K Hold
10,000
– – 0.08% 24
2024
Q4 		$129K Buy
+10,000
New +$149K 0.07% 23

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

Rockbridge Capital Management's AES Position: Q1 2026 in Review

Rockbridge Capital Management sold out of AES (AES) in Q1 2026, closing a stake of 10,000 shares — an estimated $143K sold.

Rockbridge Capital Management first reported a position in AES in Q4 2024 and held it in 5 quarters. The position peaked at $143K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Rockbridge Capital Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Rockbridge Capital Management sold 10,000 AES shares in Q1 2026, an estimated $143K.
  • Rockbridge Capital Management first reported a position in AES in Q4 2024 and held it in 5 quarters.
  • Rockbridge Capital Management's AES position peaked at $143K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Rockbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.