Winnow Wealth’s AES AES Stock Holding History

Winnow Wealth’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	-1	Closed	-$15	–	137
2025 Q4	$15	Hold	1	–	–	﹤0.01%	587
2025 Q3	$14	Buy	+1	New	+$13	﹤0.01%	572
2025 Q2	–	Sell	-11	Closed	-$131	–	183
2025 Q1	$131	Hold	11	–	–	﹤0.01%	617
2024 Q4	$133	Buy	+11	New	+$164	﹤0.01%	603

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

Winnow Wealth's AES Position: Q1 2026 in Review

Winnow Wealth sold out of AES (AES) in Q1 2026, closing a stake of 1 share — an estimated $15 sold.

Winnow Wealth first reported a position in AES in Q4 2024 and held it in 4 quarters. The position peaked at $133 in Q4 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Winnow Wealth reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 1 AES share in Q1 2026, an estimated $15.
Winnow Wealth first reported a position in AES in Q4 2024 and held it in 4 quarters.
Winnow Wealth's AES position peaked at $133 in Q4 2024.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.