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Smith, Moore & Co’s AES AES Stock Holding History

Smith, Moore & Co’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 		$927K Buy
65,813
+25
+0% +$372 0.07% 224
2025
Q4 		$943K Hold
65,788
– – 0.07% 204
2025
Q3 		$866K Buy
65,788
+4,578
+7% +$59.5K 0.07% 230
2025
Q2 		$644K Sell
61,210
-8,496
-12% -$90.9K 0.05% 267
2025
Q1 		$866K Buy
+69,706
New +$806K 0.08% 219

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

Smith, Moore & Co's AES Position: Q1 2026 in Review

Smith, Moore & Co increased its AES (AES) stake by 0.04% in Q1 2026, buying an estimated $372 and bringing the position to 65,813 shares worth $927K. The position accounts for 0.07% of the portfolio, ranked #224.

Smith, Moore & Co first reported a position in AES in Q1 2025 and has held it in 5 quarters since. The position peaked at $943K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Smith, Moore & Co held 65,813 shares of AES worth $927K as of Q1 2026.
  • Smith, Moore & Co bought 25 AES shares in Q1 2026, an estimated $372.
  • AES made up 0.07% of Smith, Moore & Co's portfolio in Q1 2026, its #224 holding.
  • Smith, Moore & Co first reported a position in AES in Q1 2025 and has held it in 5 quarters since.
  • Smith, Moore & Co's AES position peaked at $943K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.