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Sit Investment Associates’s AES AES Stock Holding History

Sit Investment Associates’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
-7,025
Closed -$101K – 500
2025
Q4 		$101K Hold
7,025
– – ﹤0.01% 473
2025
Q3 		$92K Hold
7,025
– – ﹤0.01% 476
2025
Q2 		$74K Hold
7,025
– – ﹤0.01% 490
2025
Q1 		$87K Sell
7,025
-3,900
-36% -$45.1K ﹤0.01% 487
2024
Q4 		$141K Hold
10,925
– – ﹤0.01% 469
2024
Q3 		$219K Sell
10,925
-2,360
-18% -$41.7K ﹤0.01% 465
2024
Q2 		$233K Buy
13,285
+6,260
+89% +$119K 0.01% 452
2024
Q1 		$126K Hold
7,025
– – ﹤0.01% 483
2023
Q4 		$135K Hold
7,025
– – ﹤0.01% 489
2023
Q3 		$107K Sell
7,025
-9,450
-57% -$180K ﹤0.01% 489
2023
Q2 		$342K Sell
16,475
-167,825
-91% -$3.7M 0.01% 446
2023
Q1 		$4.44M Buy
184,300
+27,840
+18% +$708K 0.12% 199
2022
Q4 		$4.5M Buy
156,460
+1,985
+1% +$53.5K 0.13% 194
2022
Q3 		$3.49M Buy
154,475
+44,575
+41% +$1.06M 0.1% 205
2022
Q2 		$2.31M Sell
109,900
-120,150
-52% -$2.62M 0.07% 264
2022
Q1 		$5.92M Sell
230,050
-122,524
-35% -$2.77M 0.16% 172
2021
Q4 		$8.57M Buy
352,574
+76,474
+28% +$1.86M 0.2% 152
2021
Q3 		$6.3M Buy
276,100
+266,375
+2,739% +$6.47M 0.16% 176
2021
Q2 		$254K Hold
9,725
– – 0.01% 453
2021
Q1 		$261K Sell
9,725
-950
-9% -$25.3K 0.01% 443
2020
Q4 		$251K Buy
+10,675
New +$222K 0.01% 439

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

Sit Investment Associates's AES Position: Q1 2026 in Review

Sit Investment Associates sold out of AES (AES) in Q1 2026, closing a stake of 7,025 shares — an estimated $101K sold.

Sit Investment Associates first reported a position in AES in Q4 2020 and held it in 21 quarters. The position peaked at $8.57M in Q4 2021. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Sit Investment Associates reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Sit Investment Associates sold 7,025 AES shares in Q1 2026, an estimated $101K.
  • Sit Investment Associates first reported a position in AES in Q4 2020 and held it in 21 quarters.
  • Sit Investment Associates's AES position peaked at $8.57M in Q4 2021.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.