WhitTier Trust Company’s AES AES Stock Holding History

WhitTier Trust Company’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	$282K	Sell	19,674 -2,071	-10%	-$30.8K	0.01%	449
2025 Q4	$324K	Sell	21,745 -5,890	-21%	-$83K	0.01%	419
2025 Q3	$403K	Sell	27,635 -351	-1%	-$4.56K	0.01%	377
2025 Q2	$294K	Sell	27,986 -17,224	-38%	-$184K	0.01%	465
2025 Q1	$561K	Sell	45,210 -22,204	-33%	-$257K	0.01%	367
2024 Q4	$868K	Sell	67,414 -212,256	-76%	-$3.17M	0.02%	304
2024 Q3	$5.61M	Buy	279,670 +2,369	+0.9%	+$41.9K	0.14%	134
2024 Q2	$4.87M	Buy	277,301 +3,483	+1%	+$66.2K	0.14%	141
2024 Q1	$4.91M	Buy	273,818 +4,432	+2%	+$74.1K	0.14%	144
2023 Q4	$5.19M	Buy	269,386 +6,157	+2%	+$100K	0.17%	129
2023 Q3	$4M	Sell	263,229 -64	-0%	-$1.22K	0.14%	143
2023 Q2	$5.46M	Buy	263,293 +4,506	+2%	+$99.2K	0.18%	118
2023 Q1	$6.23M	Buy	258,787 +13,433	+5%	+$341K	0.23%	106
2022 Q4	$7.05M	Sell	245,354 -6,543	-3%	-$176K	0.28%	84
2022 Q3	$5.69M	Buy	251,897 +11,100	+5%	+$263K	0.24%	99
2022 Q2	$5.06M	Buy	240,797 +15,468	+7%	+$338K	0.21%	112
2022 Q1	$5.79M	Buy	225,329 +31,704	+16%	+$717K	0.21%	112
2021 Q4	$4.7M	Buy	193,625 +10,357	+6%	+$252K	0.17%	124
2021 Q3	$4.18M	Buy	183,268 +3,301	+2%	+$80.2K	0.17%	124
2021 Q2	$4.69M	Sell	179,967 -3,467	-2%	-$91.5K	0.2%	118
2021 Q1	$4.92M	Buy	183,434 +12,089	+7%	+$322K	0.22%	109
2020 Q4	$4.03M	Buy	171,345 +8,873	+5%	+$184K	0.2%	113
2020 Q3	$2.94M	Buy	162,472 +1,067	+0.7%	+$17.8K	0.17%	122
2020 Q2	$2.34M	Buy	161,405 +6,047	+4%	+$79.4K	0.15%	132
2020 Q1	$2.11M	Buy	155,358 +19,016	+14%	+$341K	0.16%	127
2019 Q4	$2.71M	Buy	136,342 +9,762	+8%	+$175K	0.17%	119
2019 Q3	$2.07M	Buy	126,580 +4,247	+3%	+$68.4K	0.14%	136
2019 Q2	$2.05M	Buy	122,333 +6,020	+5%	+$102K	0.15%	137
2019 Q1	$2.1M	Buy	116,313 +8,594	+8%	+$145K	0.16%	132
2018 Q4	$1.56M	Buy	107,719 +22,112	+26%	+$332K	0.13%	147
2018 Q3	$1.2M	Buy	85,607 +84,407	+7,034%	+$1.14M	0.09%	173
2018 Q2	$16K	Buy	1,200 +350	+41%	+$4.31K	﹤0.01%	775
2018 Q1	$10K	Buy	+850	New	+$9.24K	﹤0.01%	832
2014 Q3	–	Sell	-405	Closed	-$6K	–	890
2014 Q2	$6K	Hold	405	–	–	﹤0.01%	826
2014 Q1	$6K	Hold	405	–	–	﹤0.01%	855
2013 Q4	$6K	Sell	405 -170	-30%	-$2.42K	﹤0.01%	816
2013 Q3	$7K	Hold	575	–	–	﹤0.01%	795
2013 Q2	$7K	Buy	+575	New	+$7.31K	﹤0.01%	782

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

WhitTier Trust Company's AES Position: Q1 2026 in Review

WhitTier Trust Company reduced its AES (AES) stake by 9.5% in Q1 2026, selling an estimated $30.8K and leaving 19,674 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #449.

WhitTier Trust Company first reported a position in AES in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.05M in Q4 2022. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

WhitTier Trust Company held 19,674 shares of AES worth $282K as of Q1 2026.
WhitTier Trust Company sold 2,071 AES shares in Q1 2026, an estimated $30.8K.
AES made up 0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #449 holding.
WhitTier Trust Company first reported a position in AES in Q2 2013 and has held it in 38 quarters since.
WhitTier Trust Company's AES position peaked at $7.05M in Q4 2022.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.