Bank of Montreal’s AES AES Stock Holding History

Bank of Montreal’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	$755K	Hold	51,500	–	–	﹤0.01%	2235
2026 Q1	$726K	Buy	+51,500	New	+$767K	﹤0.01%	2204
2020 Q4	–	Sell	-100,000	Closed	-$1.87M	–	4906
2020 Q3	$1.87M	Buy	+100,000	New	+$1.67M	﹤0.01%	1688
2013 Q4	–	Sell	-1,100	Closed	-$15K	–	3711
2013 Q3	$15K	Sell	1,100 -100,000	-99%	-$1.28M	﹤0.01%	3312
2013 Q2	$1.21M	Buy	+101,100	New	+$1.28M	﹤0.01%	1312

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 $3.38T AUM 44.17% 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

Bank of Montreal's AES Position: Q2 2026 in Review

Bank of Montreal increased its AES (AES) stake by 21% in Q2 2026, buying an estimated $2.24M and bringing the position to 877,064 shares worth $12.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Bank of Montreal first reported a position in AES in Q2 2013 and has held it in 53 quarters since. The position peaked at $295M in Q2 2014. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Bank of Montreal held 877,064 shares of AES worth $12.9M as of Q2 2026.
Bank of Montreal bought 154,251 AES shares in Q2 2026, an estimated $2.24M.
AES made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1068 holding.
Bank of Montreal first reported a position in AES in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's AES position peaked at $295M in Q2 2014.
706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.