S&CO Inc’s AES AES Stock Holding History

S&CO Inc’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	$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

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

S&CO Inc's AES Position: Q1 2026 in Review

S&CO Inc held its AES (AES) position steady in Q1 2026 at 17,000 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #205.

S&CO Inc first reported a position in AES in Q1 2025 and has held it in 5 quarters since. The position peaked at $243K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

S&CO Inc held 17,000 shares of AES worth $239K as of Q1 2026.
S&CO Inc left its AES share count unchanged in Q1 2026.
AES made up 0.01% of S&CO Inc's portfolio in Q1 2026, its #205 holding.
S&CO Inc first reported a position in AES in Q1 2025 and has held it in 5 quarters since.
S&CO Inc's AES position peaked at $243K in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.