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Algert Global’s AES AES Stock Holding History

Algert Global’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
Q2 		$6.84M Sell
466,860
-52,681
-10% -$765K 0.08% 414
2026
Q1 		$7.32M Sell
519,541
-331,640
-39% -$4.94M 0.11% 316
2025
Q4 		$12.2M Sell
851,181
-176,245
-17% -$2.48M 0.19% 141
2025
Q3 		$13.5M Buy
1,027,426
+262,371
+34% +$3.41M 0.23% 113
2025
Q2 		$8.05M Sell
765,055
-418,609
-35% -$4.48M 0.17% 186
2025
Q1 		$14.7M Buy
1,183,664
+232,956
+25% +$2.7M 0.36% 27
2024
Q4 		$12.2M Buy
950,708
+810,533
+578% +$12.1M 0.29% 73
2024
Q3 		$2.81M Buy
140,175
+116,765
+499% +$2.07M 0.08% 445
2024
Q2 		$411K Buy
23,410
+2,099
+10% +$39.9K 0.01% 987
2024
Q1 		$382K Sell
21,311
-11,312
-35% -$189K 0.02% 834
2023
Q4 		$628K Buy
+32,623
New +$531K 0.03% 750
2023
Q2 		– Sell
-46,705
Closed -$1.12M – 1076
2023
Q1 		$1.12M Buy
+46,705
New +$1.19M 0.05% 599

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Algert Global's AES Position: Q2 2026 in Review

Algert Global reduced its AES (AES) stake by 10% in Q2 2026, selling an estimated $765K and leaving 466,860 shares worth $6.84M. The position accounts for 0.08% of the portfolio, ranked #414.

Algert Global first reported a position in AES in Q1 2023 and has held it in 12 quarters since. The position peaked at $14.7M in Q1 2025. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Algert Global held 466,860 shares of AES worth $6.84M as of Q2 2026.
  • Algert Global sold 52,681 AES shares in Q2 2026, an estimated $765K.
  • AES made up 0.08% of Algert Global's portfolio in Q2 2026, its #414 holding.
  • Algert Global first reported a position in AES in Q1 2023 and has held it in 12 quarters since.
  • Algert Global's AES position peaked at $14.7M in Q1 2025.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.