Westside Investment Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06K | Sell |
75
-500
| -87% | -$7.44K | ﹤0.01% | 1382 |
|
|
2025
Q4 | $8.25K | Sell |
575
-225
| -28% | -$3.17K | ﹤0.01% | 1133 |
|
|
2025
Q3 | $10.5K | Hold |
800
| – | – | ﹤0.01% | 1079 |
|
|
2025
Q2 | $8.42K | Hold |
800
| – | – | ﹤0.01% | 997 |
|
|
2025
Q1 | $9.94K | Sell |
800
-211
| -21% | -$2.44K | ﹤0.01% | 686 |
|
|
2024
Q4 | $13K | Buy |
1,011
+500
| +98% | +$7.47K | ﹤0.01% | 639 |
|
|
2024
Q3 | $10.3K | Hold |
511
| – | – | ﹤0.01% | 677 |
|
|
2024
Q2 | $8.98K | Hold |
511
| – | – | ﹤0.01% | 669 |
|
|
2024
Q1 | $9.16K | Hold |
511
| – | – | ﹤0.01% | 647 |
|
|
2023
Q4 | $9.84K | Hold |
511
| – | – | ﹤0.01% | 591 |
|
|
2023
Q3 | $7.77K | Hold |
511
| – | – | ﹤0.01% | 628 |
|
|
2023
Q2 | $10.6K | Hold |
511
| – | – | ﹤0.01% | 579 |
|
|
2023
Q1 | $12.3K | Hold |
511
| – | – | ﹤0.01% | 548 |
|
|
2022
Q4 | $14 | Hold |
511
| – | – | ﹤0.01% | 562 |
|
|
2022
Q3 | $11 | Hold |
511
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $10 | Hold |
511
| – | – | ﹤0.01% | 599 |
|
|
2022
Q1 | $13 | Hold |
511
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $12 | Hold |
511
| – | – | ﹤0.01% | 566 |
|
|
2021
Q3 | $11 | Hold |
511
| – | – | ﹤0.01% | 561 |
|
|
2021
Q2 | $13 | Hold |
511
| – | – | ﹤0.01% | 538 |
|
|
2021
Q1 | $13 | Hold |
511
| – | – | ﹤0.01% | 512 |
|
|
2020
Q4 | $12 | Hold |
511
| – | – | ﹤0.01% | 482 |
|
|
2020
Q3 | $9 | Hold |
511
| – | – | ﹤0.01% | 502 |
|
|
2020
Q2 | $7 | Hold |
511
| – | – | ﹤0.01% | 502 |
|
|
2020
Q1 | $6 | Buy |
+511
| New | +$9.16K | ﹤0.01% | 511 |
|
|
2019
Q2 | $8 | Buy |
+511
| New | +$8.66K | ﹤0.01% | 495 |
|
|
2018
Q4 | $7.39K | Hold |
511
| – | – | ﹤0.01% | 519 |
|
|
2018
Q3 | $7.18K | Hold |
511
| – | – | ﹤0.01% | 546 |
|
|
2018
Q2 | $6.71K | Hold |
511
| – | – | ﹤0.01% | 636 |
|
|
2018
Q1 | $5.81K | Hold |
511
| – | – | ﹤0.01% | 641 |
|
|
2017
Q4 | $5.55K | Hold |
511
| – | – | ﹤0.01% | 670 |
|
|
2017
Q3 | $5.72K | Hold |
511
| – | – | ﹤0.01% | 655 |
|
|
2017
Q2 | $5.59K | Hold |
511
| – | – | ﹤0.01% | 645 |
|
|
2017
Q1 | $5.7K | Hold |
511
| – | – | ﹤0.01% | 609 |
|
|
2016
Q4 | $6.01K | Buy |
+511
| New | +$6K | ﹤0.01% | 487 |
|
Other funds holding AES
VCM
VPM
Westside Investment Management's AES Position: Q1 2026 in Review
Westside Investment Management reduced its AES (AES) stake by 87% in Q1 2026, selling an estimated $7.44K and leaving 75 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.
Westside Investment Management first reported a position in AES in Q4 2016 and has held it in 35 quarters since. The position peaked at $13K in Q4 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.
- Westside Investment Management held 75 shares of AES worth $1.06K as of Q1 2026.
- Westside Investment Management sold 500 AES shares in Q1 2026, an estimated $7.44K.
- AES made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #1382 holding.
- Westside Investment Management first reported a position in AES in Q4 2016 and has held it in 35 quarters since.
- Westside Investment Management's AES position peaked at $13K in Q4 2024.
- 747 funds tracked by Wall St. Rank held AES as of Q1 2026.
Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.