Rockefeller Capital Management
AES icon

Rockefeller Capital Management’s AES AES Stock Holding History

Rockefeller 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 		$17M Buy
1,203,727
+60,765
+5% +$905K 0.03% 486
2025
Q4 		$16.4M Buy
1,142,962
+373,904
+49% +$5.27M 0.03% 493
2025
Q3 		$10.1M Sell
769,058
-533,635
-41% -$6.93M 0.02% 622
2025
Q2 		$13.7M Buy
1,302,693
+595,408
+84% +$6.37M 0.03% 507
2025
Q1 		$8.78M Buy
707,285
+214,866
+44% +$2.49M 0.02% 608
2024
Q4 		$6.34M Sell
492,419
-20,304
-4% -$303K 0.02% 660
2024
Q3 		$10.3M Buy
512,723
+127,850
+33% +$2.26M 0.03% 542
2024
Q2 		$6.76M Buy
384,873
+31,894
+9% +$606K 0.02% 613
2024
Q1 		$6.33M Buy
352,979
+19,409
+6% +$324K 0.02% 633
2023
Q4 		$6.42M Buy
333,570
+31,972
+11% +$520K 0.02% 576
2023
Q3 		$4.58M Sell
301,598
-7,668
-2% -$146K 0.02% 591
2023
Q2 		$6.41M Sell
309,266
-50,424
-14% -$1.11M 0.02% 543
2023
Q1 		$8.66M Buy
359,690
+157,960
+78% +$4.01M 0.04% 453
2022
Q4 		$5.8M Buy
201,730
+5,397
+3% +$145K 0.03% 499
2022
Q3 		$4.44M Buy
196,333
+15,069
+8% +$357K 0.02% 563
2022
Q2 		$3.81M Buy
181,264
+151,098
+501% +$3.3M 0.02% 587
2022
Q1 		$776K Buy
30,166
+4,279
+17% +$96.7K ﹤0.01% 1150
2021
Q4 		$628K Sell
25,887
-978
-4% -$23.8K ﹤0.01% 1238
2021
Q3 		$612K Buy
26,865
+965
+4% +$23.4K ﹤0.01% 1189
2021
Q2 		$675K Buy
25,900
+3,212
+14% +$84.8K ﹤0.01% 1072
2021
Q1 		$608K Buy
22,688
+7,598
+50% +$202K ﹤0.01% 962
2020
Q4 		$354K Buy
15,090
+8,267
+121% +$172K ﹤0.01% 1026
2020
Q3 		$123K Sell
6,823
-7,899
-54% -$132K ﹤0.01% 1185
2020
Q2 		$213K Buy
14,722
+5,471
+59% +$71.9K ﹤0.01% 929
2020
Q1 		$126K Buy
9,251
+2,070
+29% +$37.1K ﹤0.01% 948
2019
Q4 		$143K Buy
7,181
+5,797
+419% +$104K ﹤0.01% 853
2019
Q3 		$23K Buy
1,384
+1,349
+3,854% +$21.7K ﹤0.01% 1173
2019
Q2 		$1K Sell
35
-855
-96% -$14.5K ﹤0.01% 1576
2019
Q1 		$16K Buy
+890
New +$15K ﹤0.01% 1327

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

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

Rockefeller Capital Management increased its AES (AES) stake by 5.3% in Q1 2026, buying an estimated $905K and bringing the position to 1,203,727 shares worth $17M. The position accounts for 0.03% of the portfolio, ranked #486.

Rockefeller Capital Management first reported a position in AES in Q1 2019 and has held it in 29 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Rockefeller Capital Management held 1,203,727 shares of AES worth $17M as of Q1 2026.
  • Rockefeller Capital Management bought 60,765 AES shares in Q1 2026, an estimated $905K.
  • AES made up 0.03% of Rockefeller Capital Management's portfolio in Q1 2026, its #486 holding.
  • Rockefeller Capital Management first reported a position in AES in Q1 2019 and has held it in 29 quarters since.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.