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Atlas Capital Advisors’s AES AES Stock Holding History

Atlas Capital 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 		$715K Sell
48,786
-5,524
-10% -$80.3K 0.08% 222
2026
Q1 		$765K Buy
54,310
+50,648
+1,383% +$754K 0.09% 187
2025
Q4 		$52.5K Buy
+3,662
New +$51.6K 0.01% 612
2025
Q2 		$189 Hold
18
– – ﹤0.01% 914
2025
Q1 		$223 Hold
18
– – ﹤0.01% 963
2024
Q4 		$231 Sell
18
-2,489
-99% -$37.2K ﹤0.01% 914
2024
Q3 		$50.3K Sell
2,507
-4,914
-66% -$86.9K 0.01% 580
2024
Q2 		$130K Buy
7,421
+7,403
+41,128% +$141K 0.02% 459
2024
Q1 		$322 Hold
18
– – ﹤0.01% 864
2023
Q4 		$346 Hold
18
– – ﹤0.01% 872
2023
Q3 		$273 Sell
18
-501
-97% -$9.54K ﹤0.01% 855
2023
Q2 		$10.8K Hold
519
– – ﹤0.01% 730
2023
Q1 		$12.5K Hold
519
– – ﹤0.01% 726
2022
Q4 		$14.9K Hold
519
– – ﹤0.01% 688
2022
Q3 		$11.7K Buy
519
+501
+2,783% +$11.9K ﹤0.01% 705
2022
Q2 		$378 Hold
18
– – ﹤0.01% 955
2022
Q1 		$463 Hold
18
– – ﹤0.01% 889
2021
Q4 		$437 Sell
18
-2,356
-99% -$57.3K ﹤0.01% 905
2021
Q3 		$54.2K Sell
2,374
-2,712
-53% -$65.9K 0.01% 510
2021
Q2 		$133K Buy
5,086
+18
+0.4% +$475 0.02% 416
2021
Q1 		$136K Buy
+5,068
New +$135K 0.03% 376
2020
Q2 		– Sell
-13,337
Closed -$181K – 664
2020
Q1 		$181K Buy
+13,337
New +$239K 0.05% 283
2019
Q3 		– Sell
-22,692
Closed -$380K – 635
2019
Q2 		$380K Buy
22,692
+10,467
+86% +$177K 0.12% 200
2019
Q1 		$221K Hold
12,225
– – 0.08% 250
2018
Q4 		$177K Sell
12,225
-3,276
-21% -$49.2K 0.07% 273
2018
Q3 		$225K Buy
+15,501
New +$209K 0.08% 275

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

Atlas Capital Advisors's AES Position: Q2 2026 in Review

Atlas Capital Advisors reduced its AES (AES) stake by 10% in Q2 2026, selling an estimated $80.3K and leaving 48,786 shares worth $715K. The position accounts for 0.08% of the portfolio, ranked #222.

Atlas Capital Advisors first reported a position in AES in Q3 2018 and has held it in 26 quarters since. The position peaked at $765K in Q1 2026. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Atlas Capital Advisors held 48,786 shares of AES worth $715K as of Q2 2026.
  • Atlas Capital Advisors sold 5,524 AES shares in Q2 2026, an estimated $80.3K.
  • AES made up 0.08% of Atlas Capital Advisors's portfolio in Q2 2026, its #222 holding.
  • Atlas Capital Advisors first reported a position in AES in Q3 2018 and has held it in 26 quarters since.
  • Atlas Capital Advisors's AES position peaked at $765K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.