Sentry Investment Management’s AES AES Stock Holding History

Sentry Investment 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	–	Sell	-1,934	Closed	-$28K	–	16
2025 Q4	$28K	Hold	1,934	–	–	0.02%	479
2025 Q3	$28K	Buy	+1,934	New	+$25.1K	0.02%	492
2025 Q1	–	Sell	-2,822	Closed	-$36K	–	483
2024 Q4	$36K	Sell	2,822 -459	-14%	-$6.86K	0.02%	429
2024 Q3	$66K	Hold	3,281	–	–	0.03%	411
2024 Q2	$58K	Buy	+3,281	New	+$62.4K	0.03%	397
2024 Q1	–	Sell	-3,511	Closed	-$68K	–	445
2023 Q4	$68K	Sell	3,511 -377	-10%	-$6.13K	0.03%	406
2023 Q3	$59K	Sell	3,888 -454	-10%	-$8.65K	0.03%	442
2023 Q2	$90K	Hold	4,342	–	–	0.03%	408
2023 Q1	$105K	Sell	4,342 -51	-1%	-$1.3K	0.04%	354
2022 Q4	$126K	Buy	4,393 +398	+10%	+$10.7K	0.06%	329
2022 Q3	$90K	Hold	3,995	–	–	0.04%	373
2022 Q2	$84K	Sell	3,995 -778	-16%	-$17K	0.04%	407
2022 Q1	$123K	Sell	4,773 -1,424	-23%	-$32.2K	0.04%	394
2021 Q4	$151K	Hold	6,197	–	–	0.04%	374
2021 Q3	$141K	Sell	6,197 -905	-13%	-$22K	0.04%	387
2021 Q2	$185K	Hold	7,102	–	–	0.05%	348
2021 Q1	$190K	Sell	7,102 -33,914	-83%	-$902K	0.05%	329
2020 Q4	$964K	Hold	41,016	–	–	0.05%	314
2020 Q3	$743K	Hold	41,016	–	–	0.04%	324
2020 Q2	$594K	Buy	+41,016	New	+$539K	0.04%	384
2020 Q1	–	Sell	-38,346	Closed	-$763K	–	423
2019 Q4	$763K	Hold	38,346	–	–	0.05%	337
2019 Q3	$627K	Hold	38,346	–	–	0.04%	342
2019 Q2	$643K	Buy	38,346 +13,410	+54%	+$227K	0.04%	369
2019 Q1	$451K	Sell	24,936 -16,313	-40%	-$274K	0.03%	417
2018 Q4	$596K	Sell	41,249 -1,083	-3%	-$16.3K	0.04%	369
2018 Q3	$593K	Hold	42,332	–	–	0.04%	393
2018 Q2	$568K	Buy	42,332 +1,418	+3%	+$17.5K	0.04%	406
2018 Q1	$465K	Sell	40,914 -6,593	-14%	-$71.7K	0.03%	424
2017 Q4	$515K	Hold	47,507	–	–	0.03%	422
2017 Q3	$524K	Hold	47,507	–	–	0.02%	444
2017 Q2	$528K	Buy	47,507 +71	+0.1%	+$815	0.02%	436
2017 Q1	$530K	Sell	47,436 -2,214	-4%	-$25.3K	0.02%	439
2016 Q4	$577K	Sell	49,650 -2,299	-4%	-$27K	0.02%	426
2016 Q3	$668K	Hold	51,949	–	–	0.03%	405
2016 Q2	$648K	Hold	51,949	–	–	0.03%	408
2016 Q1	$613K	Buy	51,949 +16,681	+47%	+$166K	0.03%	408
2015 Q4	$338K	Buy	35,268 +4,912	+16%	+$49.2K	0.02%	465
2015 Q3	$297K	Sell	30,356 -10,649	-26%	-$129K	0.01%	460
2015 Q2	$544K	Hold	41,005	–	–	0.03%	411
2015 Q1	$527K	Buy	41,005 +10,649	+35%	+$133K	0.02%	407
2014 Q4	$418K	Hold	30,356	–	–	0.02%	431
2014 Q3	$430K	Sell	30,356 -3,743	-11%	-$55.7K	0.02%	420
2014 Q2	$530K	Sell	34,099 -2,501	-7%	-$35.9K	0.03%	400
2014 Q1	$523K	Sell	36,600 -6,800	-16%	-$96K	0.03%	401
2013 Q4	$630K	Hold	43,400	–	–	0.03%	364
2013 Q3	$577K	Buy	43,400 +4,200	+11%	+$53.9K	0.03%	374
2013 Q2	$470K	Buy	+39,200	New	+$498K	0.03%	322

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

Sentry Investment Management's AES Position: Q1 2026 in Review

Sentry Investment Management sold out of AES (AES) in Q1 2026, closing a stake of 1,934 shares — an estimated $28K sold.

Sentry Investment Management first reported a position in AES in Q2 2013 and held it in 47 quarters. The position peaked at $964K in Q4 2020. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Sentry Investment Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 1,934 AES shares in Q1 2026, an estimated $28K.
Sentry Investment Management first reported a position in AES in Q2 2013 and held it in 47 quarters.
Sentry Investment Management's AES position peaked at $964K in Q4 2020.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.