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Birnam Oak Advisors’s AES AES Stock Holding History

Birnam Oak 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 		$18M Buy
+1,226,667
New +$17.8M 2.92% 12
2026
Q1 		– Sell
-1,280,832
Closed -$18.4M – 37
2025
Q4 		$18.4M Buy
+1,280,832
New +$18.1M 4.11% 10

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

Birnam Oak Advisors's AES Position: Q2 2026 in Review

Birnam Oak Advisors opened a new position in AES (AES) in Q2 2026: 1,226,667 shares worth $18M. The stake represents 2.92% of the portfolio and ranks #12 among its holdings. This is a return to the name: Birnam Oak Advisors previously reported a position in AES as recently as Q4 2025.

Birnam Oak Advisors first reported a position in AES in Q4 2025 and has held it in 2 quarters since. The position peaked at $18.4M in Q4 2025. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Birnam Oak Advisors held 1,226,667 shares of AES worth $18M as of Q2 2026.
  • AES was a new Birnam Oak Advisors position in Q2 2026.
  • AES made up 2.92% of Birnam Oak Advisors's portfolio in Q2 2026, its #12 holding.
  • Birnam Oak Advisors first reported a position in AES in Q4 2025 and has held it in 2 quarters since.
  • Birnam Oak Advisors's AES position peaked at $18.4M in Q4 2025.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.