Vontobel Holding
AES icon

Vontobel Holding’s AES AES Stock Holding History

Vontobel Holding’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 		$9.94M Buy
705,796
+316,411
+81% +$4.71M 0.03% 267
2025
Q4 		$5.58M Sell
389,385
-42,951
-10% -$605K 0.02% 365
2025
Q3 		$5.69M Buy
432,336
+57,036
+15% +$741K 0.02% 360
2025
Q2 		$3.95M Sell
375,300
-14,542
-4% -$156K 0.01% 400
2025
Q1 		$4.84M Buy
389,842
+122,166
+46% +$1.41M 0.02% 322
2024
Q4 		$3.44M Sell
267,676
-12,642
-5% -$189K 0.01% 373
2024
Q3 		$5.62M Sell
280,318
-526,858
-65% -$9.32M 0.02% 303
2024
Q2 		$14.2M Buy
807,176
+389,222
+93% +$7.4M 0.05% 187
2024
Q1 		$7.49M Buy
+417,954
New +$6.98M 0.06% 244
2023
Q1 		– Sell
-7,291
Closed -$210K – 1064
2022
Q4 		$210K Sell
7,291
-23,044
-76% -$621K ﹤0.01% 986
2022
Q3 		$690K Sell
30,335
-6,533
-18% -$155K 0.01% 632
2022
Q2 		$751K Buy
36,868
+639
+2% +$13.9K 0.01% 610
2022
Q1 		$922K Sell
36,229
-1,050
-3% -$23.7K 0.01% 642
2021
Q4 		$901K Sell
37,279
-71,060
-66% -$1.73M 0.01% 662
2021
Q3 		$2.47M Buy
108,339
+16,452
+18% +$400K 0.02% 404
2021
Q2 		$2.42M Buy
91,887
+19,500
+27% +$515K 0.02% 400
2021
Q1 		$1.94M Sell
72,387
-824
-1% -$21.9K 0.01% 406
2020
Q4 		$2.03M Buy
+73,211
New +$1.52M 0.01% 405

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

Vontobel Holding's AES Position: Q1 2026 in Review

Vontobel Holding increased its AES (AES) stake by 81% in Q1 2026, buying an estimated $4.71M and bringing the position to 705,796 shares worth $9.94M. The position accounts for 0.03% of the portfolio, ranked #267.

Vontobel Holding first reported a position in AES in Q4 2020 and has held it in 18 quarters since. The position peaked at $14.2M in Q2 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Vontobel Holding held 705,796 shares of AES worth $9.94M as of Q1 2026.
  • Vontobel Holding bought 316,411 AES shares in Q1 2026, an estimated $4.71M.
  • AES made up 0.03% of Vontobel Holding's portfolio in Q1 2026, its #267 holding.
  • Vontobel Holding first reported a position in AES in Q4 2020 and has held it in 18 quarters since.
  • Vontobel Holding's AES position peaked at $14.2M in Q2 2024.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.