Burns Matteson Capital Management’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
$671K Buy
+45,804
New +$666K 0.21% 78
2026
Q1
Sell
-40,805
Closed -$585K 200
2025
Q4
$585K Buy
+40,805
New +$575K 0.21% 82

Other funds holding AES

Burns Matteson Capital Management's AES Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in AES (AES) in Q2 2026: 45,804 shares worth $671K. The stake represents 0.21% of the portfolio and ranks #78 among its holdings. This is a return to the name: Burns Matteson Capital Management previously reported a position in AES as recently as Q4 2025.

Burns Matteson Capital Management first reported a position in AES in Q4 2025 and has held it in 2 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Burns Matteson Capital Management held 45,804 shares of AES worth $671K as of Q2 2026.
  • AES was a new Burns Matteson Capital Management position in Q2 2026.
  • AES made up 0.21% of Burns Matteson Capital Management's portfolio in Q2 2026, its #78 holding.
  • Burns Matteson Capital Management first reported a position in AES in Q4 2025 and has held it in 2 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.