Washington Trust’s AES AES Stock Holding History

Washington Trust’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 Q3	$178K	Sell	11,917 -30,962	-72%	-$457K	0.01%	288
2026 Q2	$629K	Sell	42,879 -89,154	-68%	-$1.3M	0.02%	195
2026 Q1	$1.86M	Sell	132,033 -172,566	-57%	-$2.57M	0.06%	129
2025 Q4	$4.37M	Sell	304,599 -6,596	-2%	-$93K	0.14%	104
2025 Q3	$4.1M	Buy	311,195 +1,400	+0.5%	+$18.2K	0.13%	107
2025 Q2	$3.26M	Buy	309,795 +17,754	+6%	+$190K	0.12%	112
2025 Q1	$3.63M	Sell	292,041 -11,839	-4%	-$137K	0.14%	106
2024 Q4	$3.91M	Sell	303,880 -27,842	-8%	-$416K	0.14%	105
2024 Q3	$6.65M	Buy	331,722 +14,813	+5%	+$262K	0.23%	96
2024 Q2	$5.57M	Buy	316,909 +29,177	+10%	+$555K	0.2%	98
2024 Q1	$5.16M	Buy	287,732 +96,269	+50%	+$1.61M	0.19%	102
2023 Q4	$3.69M	Buy	191,463 +190,352	+17,133%	+$3.1M	0.15%	107
2023 Q3	$16.9K	Hold	1,111	–	–	﹤0.01%	559
2023 Q2	$23K	Hold	1,111	–	–	﹤0.01%	549
2023 Q1	$26.8K	Hold	1,111	–	–	﹤0.01%	517
2022 Q4	$32K	Hold	1,111	–	–	﹤0.01%	475
2022 Q3	$25K	Hold	1,111	–	–	﹤0.01%	510
2022 Q2	$23K	Hold	1,111	–	–	﹤0.01%	530
2022 Q1	$29K	Hold	1,111	–	–	﹤0.01%	514
2021 Q4	$27K	Sell	1,111 -19,826	-95%	-$482K	﹤0.01%	524
2021 Q3	$478K	Buy	20,937 +19,826	+1,785%	+$482K	0.01%	224
2021 Q2	$29K	Hold	1,111	–	–	﹤0.01%	623
2021 Q1	$30K	Hold	1,111	–	–	﹤0.01%	608
2020 Q4	$26K	Hold	1,111	–	–	﹤0.01%	624
2020 Q3	$20K	Hold	1,111	–	–	﹤0.01%	616
2020 Q2	$16K	Hold	1,111	–	–	﹤0.01%	586
2020 Q1	$15K	Buy	+1,111	New	+$19.9K	﹤0.01%	598

Other funds holding AES

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Washington Trust's AES Position: Q3 2026 in Review

Washington Trust reduced its AES (AES) stake by 72% in Q3 2026, selling an estimated $457K and leaving 11,917 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #288.

Washington Trust first reported a position in AES in Q1 2020 and has held it in 27 quarters since. The position peaked at $6.65M in Q3 2024. 114 funds tracked by Wall St. Rank hold AES as of Q3 2026.

Washington Trust held 11,917 shares of AES worth $178K as of Q3 2026.
Washington Trust sold 30,962 AES shares in Q3 2026, an estimated $457K.
AES made up 0.01% of Washington Trust's portfolio in Q3 2026, its #288 holding.
Washington Trust first reported a position in AES in Q1 2020 and has held it in 27 quarters since.
Washington Trust's AES position peaked at $6.65M in Q3 2024.
114 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.