Wellington-Altus USA’s AES AES Stock Holding History

Wellington-Altus USA’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	-500	Closed	-$7.17K	–	690
2025 Q4	$7.17K	Buy	+500	New	+$7.05K	0.01%	600

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wellington-Altus USA's AES Position: Q1 2026 in Review

Wellington-Altus USA sold out of AES (AES) in Q1 2026, closing a stake of 500 shares — an estimated $7.17K sold.

Wellington-Altus USA first reported a position in AES in Q4 2025 and held it in 1 quarter. The position peaked at $7.17K in Q4 2025. 752 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Wellington-Altus USA reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Wellington-Altus USA sold 500 AES shares in Q1 2026, an estimated $7.17K.
Wellington-Altus USA first reported a position in AES in Q4 2025 and held it in 1 quarter.
Wellington-Altus USA's AES position peaked at $7.17K in Q4 2025.
752 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Wellington-Altus USA's 13F filing for Q1 2026, filed 17 Sep 2026.