Rossby Financial’s AES AES Stock Holding History

Rossby Financial’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	$15.3K	Buy	1,079 +52	+5%	+$774	﹤0.01%	1105
2025 Q4	$14.7K	Buy	+1,027	New	+$14.5K	﹤0.01%	808

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

Rossby Financial's AES Position: Q1 2026 in Review

Rossby Financial increased its AES (AES) stake by 5.1% in Q1 2026, buying an estimated $774 and bringing the position to 1,079 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Rossby Financial first reported a position in AES in Q4 2025 and has held it in 2 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Rossby Financial held 1,079 shares of AES worth $15.3K as of Q1 2026.
Rossby Financial bought 52 AES shares in Q1 2026, an estimated $774.
AES made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1105 holding.
Rossby Financial first reported a position in AES in Q4 2025 and has held it in 2 quarters since.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.