ALPS Advisors’s AES AES Stock Holding History

ALPS Advisors’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	$3.04M	Buy	207,353 +77,781	+60%	+$1.13M	0.01%	398
2026 Q1	$1.83M	Buy	129,572 +48,086	+59%	+$716K	0.01%	425
2025 Q4	$1.17M	Buy	81,486 +13,450	+20%	+$190K	0.01%	508
2025 Q3	$895K	Buy	68,036 +29,919	+78%	+$389K	0.01%	550
2025 Q2	$401K	Buy	+38,117	New	+$408K	﹤0.01%	756
2020 Q4	–	Sell	-10,760	Closed	-$195K	–	835
2020 Q3	$195K	Buy	+10,760	New	+$180K	﹤0.01%	804
2020 Q2	–	Sell	-53,075	Closed	-$722K	–	779
2020 Q1	$722K	Buy	+53,075	New	+$951K	0.01%	358
2019 Q3	–	Sell	-21,123	Closed	-$354K	–	826
2019 Q2	$354K	Sell	21,123 -1,115	-5%	-$18.9K	﹤0.01%	775
2019 Q1	$402K	Buy	+22,238	New	+$374K	﹤0.01%	688
2018 Q4	–	Sell	-3,550,891	Closed	-$49.7M	–	873
2018 Q3	$49.7M	Sell	3,550,891 -179,305	-5%	-$2.41M	0.33%	55
2018 Q2	$50M	Sell	3,730,196 -747,319	-17%	-$9.2M	0.33%	54
2018 Q1	$50.9M	Buy	4,477,515 +24,156	+0.5%	+$263K	0.41%	36
2017 Q4	$48.2M	Buy	+4,453,359	New	+$48.2M	0.33%	62
2016 Q1	–	Sell	-44,972	Closed	-$430K	–	625
2015 Q4	$430K	Hold	44,972	–	–	﹤0.01%	576
2015 Q3	$440K	Buy	+44,972	New	+$543K	﹤0.01%	601

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors's AES Position: Q2 2026 in Review

ALPS Advisors increased its AES (AES) stake by 60% in Q2 2026, buying an estimated $1.13M and bringing the position to 207,353 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #398.

ALPS Advisors first reported a position in AES in Q3 2015 and has held it in 15 quarters since. The position peaked at $50.9M in Q1 2018. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

ALPS Advisors held 207,353 shares of AES worth $3.04M as of Q2 2026.
ALPS Advisors bought 77,781 AES shares in Q2 2026, an estimated $1.13M.
AES made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #398 holding.
ALPS Advisors first reported a position in AES in Q3 2015 and has held it in 15 quarters since.
ALPS Advisors's AES position peaked at $50.9M in Q1 2018.
704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.