BCM Advisors’s AES AES Stock Holding History

BCM 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	$395K	Sell	26,600 -20	-0.1%	-$291	0.08%	62
2026 Q1	$380K	Hold	26,620	–	–	0.08%	62
2025 Q4	$379K	Hold	26,620	–	–	0.07%	57
2025 Q3	$385K	Hold	26,620	–	–	0.08%	55
2025 Q2	$358K	Hold	26,620	–	–	0.08%	57
2025 Q1	$271K	Hold	26,620	–	–	0.06%	61
2024 Q4	$279K	Hold	26,620	–	–	0.06%	61
2024 Q3	$405K	Buy	26,620 +20	+0.1%	+$354	0.09%	55
2024 Q2	$476K	Hold	26,600	–	–	0.11%	54
2024 Q1	$462K	Hold	26,600	–	–	0.12%	53
2023 Q4	$451K	Hold	26,600	–	–	0.12%	52
2023 Q3	$431K	Hold	26,600	–	–	0.13%	52
2023 Q2	$581K	Hold	26,600	–	–	0.16%	50
2023 Q1	$616K	Hold	26,600	–	–	0.17%	50
2022 Q4	$716K	Hold	26,600	–	–	0.2%	48
2022 Q3	$704K	Hold	26,600	–	–	0.21%	47
2022 Q2	$532K	Hold	26,600	–	–	0.15%	47
2022 Q1	$587K	Hold	26,600	–	–	0.16%	44
2021 Q4	$590K	Hold	26,600	–	–	0.15%	44
2021 Q3	$634K	Hold	26,600	–	–	0.17%	41
2021 Q2	$627K	Hold	26,600	–	–	0.17%	39
2021 Q1	$753K	Hold	26,600	–	–	0.23%	39
2020 Q4	$625K	Hold	26,600	–	–	0.21%	40
2020 Q3	$519K	Hold	26,600	–	–	0.19%	40
2020 Q2	$385K	Hold	26,600	–	–	0.16%	40
2020 Q1	$362K	Buy	+26,600	New	+$477K	0.17%	38

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

BCM Advisors's AES Position: Q2 2026 in Review

BCM Advisors reduced its AES (AES) stake by 0.08% in Q2 2026, selling an estimated $291 and leaving 26,600 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #62.

BCM Advisors first reported a position in AES in Q1 2020 and has held it in 26 quarters since. The position peaked at $753K in Q1 2021. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

BCM Advisors held 26,600 shares of AES worth $395K as of Q2 2026.
BCM Advisors sold 20 AES shares in Q2 2026, an estimated $291.
AES made up 0.08% of BCM Advisors's portfolio in Q2 2026, its #62 holding.
BCM Advisors first reported a position in AES in Q1 2020 and has held it in 26 quarters since.
BCM Advisors's AES position peaked at $753K in Q1 2021.
702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.