S&CO Inc’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Hold	17,000	–	–	0.01%	207
2026 Q1	$239K	Hold	17,000	–	–	0.01%	205
2025 Q4	$243K	Buy	17,000 +1,000	+6%	+$14.1K	0.02%	202
2025 Q3	$210K	Hold	16,000	–	–	0.01%	218
2025 Q2	$168K	Buy	16,000 +3,000	+23%	+$32.1K	0.01%	221
2025 Q1	$161K	Buy	+13,000	New	+$150K	0.01%	215

Other funds holding AES

S&CO Inc held its AES (AES) position steady in Q2 2026 at 17,000 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #207.

S&CO Inc first reported a position in AES in Q1 2025 and has held it in 6 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

S&CO Inc held 17,000 shares of AES worth $249K as of Q2 2026.
S&CO Inc left its AES share count unchanged in Q2 2026.
AES made up 0.01% of S&CO Inc's portfolio in Q2 2026, its #207 holding.
S&CO Inc first reported a position in AES in Q1 2025 and has held it in 6 quarters since.
704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.