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Wellington Shields Capital Management’s AES AES Stock Holding History

Wellington Shields Capital Management’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
-21,304
Closed -$305K – 327
2025
Q4 		$305K Sell
21,304
-7,900
-27% -$111K 0.04% 203
2025
Q3 		$384K Sell
29,204
-271
-0.9% -$3.52K 0.06% 178
2025
Q2 		$310K Sell
29,475
-800
-3% -$8.56K 0.05% 193
2025
Q1 		$376K Hold
30,275
– – 0.07% 164
2024
Q4 		$390K Sell
30,275
-15,000
-33% -$224K 0.07% 172
2024
Q3 		$908K Hold
45,275
– – 0.16% 113
2024
Q2 		$795K Buy
45,275
+18,400
+68% +$350K 0.14% 120
2024
Q1 		$482K Buy
+26,875
New +$449K 0.09% 157
2023
Q3 		– Sell
-4,000
Closed -$82.9K – 306
2023
Q2 		$82.9K Hold
4,000
– – 0.01% 264
2023
Q1 		$96.3K Hold
4,000
– – 0.01% 263
2022
Q4 		$115K Hold
4,000
– – 0.01% 255
2022
Q3 		$90K Hold
4,000
– – 0.02% 256
2022
Q2 		$84K Hold
4,000
– – 0.01% 260
2022
Q1 		$103K Buy
+4,000
New +$90.4K 0.01% 276
2020
Q2 		– Sell
-233,450
Closed -$3.17M – 234
2020
Q1 		$3.17M Sell
233,450
-400
-0.2% -$7.17K 0.6% 36
2019
Q4 		$4.65M Hold
233,850
– – 0.72% 27
2019
Q3 		$3.82M Buy
233,850
+1,500
+0.6% +$24.2K 0.62% 33
2019
Q2 		$3.89M Sell
232,350
-8,100
-3% -$137K 0.65% 30
2019
Q1 		$4.35M Sell
240,450
-15,100
-6% -$254K 0.74% 20
2018
Q4 		$3.69M Buy
255,550
+54,000
+27% +$811K 0.7% 21
2018
Q3 		$2.82M Hold
201,550
– – 0.46% 45
2018
Q2 		$2.7M Buy
201,550
+19,300
+11% +$238K 0.45% 45
2018
Q1 		$2.07M Buy
182,250
+26,000
+17% +$283K 0.31% 72
2017
Q4 		$1.69M Buy
+156,250
New +$1.69M 0.26% 86

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

Wellington Shields Capital Management's AES Position: Q1 2026 in Review

Wellington Shields Capital Management sold out of AES (AES) in Q1 2026, closing a stake of 21,304 shares — an estimated $305K sold.

Wellington Shields Capital Management first reported a position in AES in Q4 2017 and held it in 24 quarters. The position peaked at $4.65M in Q4 2019. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Wellington Shields Capital Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Wellington Shields Capital Management sold 21,304 AES shares in Q1 2026, an estimated $305K.
  • Wellington Shields Capital Management first reported a position in AES in Q4 2017 and held it in 24 quarters.
  • Wellington Shields Capital Management's AES position peaked at $4.65M in Q4 2019.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.