RIL
AES icon

Rothschild Investment LLC’s AES AES Stock Holding History

Rothschild Investment LLC’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 		$20.1K Buy
1,429
+33
+2% +$491 ﹤0.01% 1410
2025
Q4 		$20K Buy
1,396
+140
+11% +$1.97K ﹤0.01% 1319
2025
Q3 		$16.5K Buy
1,256
+145
+13% +$1.88K ﹤0.01% 1288
2025
Q2 		$11.7K Sell
1,111
-2,484
-69% -$26.6K ﹤0.01% 1170
2025
Q1 		$44.6K Buy
3,595
+2,523
+235% +$29.2K ﹤0.01% 798
2024
Q4 		$13.8K Buy
1,072
+7
+0.7% +$105 ﹤0.01% 1093
2024
Q3 		$21.4K Sell
1,065
-506
-32% -$8.95K ﹤0.01% 988
2024
Q2 		$27.6K Sell
1,571
-21,304
-93% -$405K ﹤0.01% 899
2024
Q1 		$410K Sell
22,875
-375
-2% -$6.27K 0.03% 355
2023
Q4 		$448K Buy
23,250
+1,025
+5% +$16.7K 0.04% 295
2023
Q3 		$338K Buy
+22,225
New +$423K 0.03% 364
2020
Q3 		– Sell
-26,300
Closed -$381K – 434
2020
Q2 		$381K Buy
+26,300
New +$346K 0.05% 280

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

Rothschild Investment LLC's AES Position: Q1 2026 in Review

Rothschild Investment LLC increased its AES (AES) stake by 2.4% in Q1 2026, buying an estimated $491 and bringing the position to 1,429 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Rothschild Investment LLC first reported a position in AES in Q2 2020 and has held it in 12 quarters since. The position peaked at $448K in Q4 2023. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Rothschild Investment LLC held 1,429 shares of AES worth $20.1K as of Q1 2026.
  • Rothschild Investment LLC bought 33 AES shares in Q1 2026, an estimated $491.
  • AES made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1410 holding.
  • Rothschild Investment LLC first reported a position in AES in Q2 2020 and has held it in 12 quarters since.
  • Rothschild Investment LLC's AES position peaked at $448K in Q4 2023.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.