Brinker Capital Investments’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-13,675
Closed -$193K 1866
2026
Q1
$193K Sell
13,675
-3,892
-22% -$57.9K ﹤0.01% 1876
2025
Q4
$252K Buy
17,567
+2,281
+15% +$32.2K ﹤0.01% 1894
2025
Q3
$201K Buy
15,286
+779
+5% +$10.1K ﹤0.01% 1970
2025
Q2
$153K Sell
14,507
-135
-0.9% -$1.45K ﹤0.01% 1924
2025
Q1
$182K Buy
14,642
+1,948
+15% +$22.5K ﹤0.01% 1817
2024
Q4
$163K Buy
12,694
+471
+4% +$7.04K ﹤0.01% 1771
2024
Q3
$245K Sell
12,223
-23,200
-65% -$410K ﹤0.01% 1620
2024
Q2
$622K Buy
35,423
+5,010
+16% +$95.3K 0.01% 1200
2024
Q1
$545K Buy
30,413
+274
+0.9% +$4.58K 0.01% 1231
2023
Q4
$575K Buy
+30,139
New +$490K 0.01% 1154
2023
Q3
Sell
-10,937
Closed -$227K 1610
2023
Q2
$227K Sell
10,937
-2,268
-17% -$49.9K ﹤0.01% 1515
2023
Q1
$318K Sell
13,205
-900
-6% -$22.9K ﹤0.01% 1326
2022
Q4
$406K Buy
14,105
+1,572
+13% +$42.4K 0.01% 1049
2022
Q3
$283K Buy
12,533
+794
+7% +$18.8K 0.01% 1141
2022
Q2
$247K Sell
11,739
-729
-6% -$15.9K ﹤0.01% 1233
2022
Q1
$321K Sell
12,468
-203
-2% -$4.59K ﹤0.01% 1199
2021
Q4
$308K Buy
12,671
+4,815
+61% +$117K ﹤0.01% 1242
2021
Q3
$205K Hold
7,856
﹤0.01% 1252
2021
Q2
$205K Buy
+7,856
New +$207K ﹤0.01% 1305
2021
Q1
Sell
-8,554
Closed -$201K 1167
2020
Q4
$201K Buy
+8,554
New +$178K ﹤0.01% 993

Other funds holding AES

Brinker Capital Investments's AES Position: Q2 2026 in Review

Brinker Capital Investments sold out of AES (AES) in Q2 2026, closing a stake of 13,675 shares — an estimated $193K sold.

Brinker Capital Investments first reported a position in AES in Q4 2020 and held it in 20 quarters. The position peaked at $622K in Q2 2024. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Brinker Capital Investments reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 13,675 AES shares in Q2 2026, an estimated $193K.
  • Brinker Capital Investments first reported a position in AES in Q4 2020 and held it in 20 quarters.
  • Brinker Capital Investments's AES position peaked at $622K in Q2 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.