Valley National Advisers’s AES AES Stock Holding History

Valley National Advisers’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	-259	Closed	-$3K	–	868
2025 Q4	$3K	Buy	+259	New	+$3.65K	﹤0.01%	725
2024 Q3	–	Sell	-421	Closed	-$7K	–	740
2024 Q2	$7K	Buy	421 +175	+71%	+$3.33K	﹤0.01%	684
2024 Q1	$4K	Buy	246 +50	+26%	+$836	﹤0.01%	801
2023 Q4	$3K	Buy	196 +95	+94%	+$1.54K	﹤0.01%	851
2023 Q3	$2K	Hold	101	–	–	﹤0.01%	795
2023 Q2	$3K	Hold	101	–	–	﹤0.01%	724
2023 Q1	$2K	Hold	101	–	–	﹤0.01%	748
2022 Q4	$2K	Hold	101	–	–	﹤0.01%	725
2022 Q3	$2K	Hold	101	–	–	﹤0.01%	765
2022 Q2	$2K	Hold	101	–	–	﹤0.01%	745
2022 Q1	$3K	Hold	101	–	–	﹤0.01%	737
2021 Q4	$2K	Buy	101 +46	+84%	+$1.12K	﹤0.01%	770
2021 Q3	$1K	Hold	55	–	–	﹤0.01%	800
2021 Q2	$1K	Hold	55	–	–	﹤0.01%	818
2021 Q1	$1K	Hold	55	–	–	﹤0.01%	772
2020 Q4	$1K	Hold	55	–	–	﹤0.01%	720
2020 Q3	$1K	Hold	55	–	–	﹤0.01%	682
2020 Q2	$1K	Hold	55	–	–	﹤0.01%	690
2020 Q1	$1K	Buy	+55	New	+$986	﹤0.01%	665
2019 Q3	–	Sell	-59	Closed	-$1K	–	751
2019 Q2	$1K	Hold	59	–	–	﹤0.01%	668
2019 Q1	$1K	Hold	59	–	–	﹤0.01%	668
2018 Q4	$1K	Hold	59	–	–	﹤0.01%	687
2018 Q3	$1K	Hold	59	–	–	﹤0.01%	616
2018 Q2	$1K	Hold	59	–	–	﹤0.01%	590
2018 Q1	$1K	Hold	59	–	–	﹤0.01%	571
2017 Q4	$1K	Hold	59	–	–	﹤0.01%	585
2017 Q3	$1K	Buy	+59	New	+$658	﹤0.01%	582

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

Valley National Advisers's AES Position: Q1 2026 in Review

Valley National Advisers sold out of AES (AES) in Q1 2026, closing a stake of 259 shares — an estimated $3K sold.

Valley National Advisers first reported a position in AES in Q3 2017 and held it in 27 quarters. The position peaked at $7K in Q2 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Valley National Advisers reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Valley National Advisers sold 259 AES shares in Q1 2026, an estimated $3K.
Valley National Advisers first reported a position in AES in Q3 2017 and held it in 27 quarters.
Valley National Advisers's AES position peaked at $7K in Q2 2024.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.