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Cambria Investment Management’s AES AES Stock Holding History

Cambria Investment Management’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 		$597K Sell
40,727
-1,137
-3% -$16.5K 0.03% 474
2026
Q1 		$590K Sell
41,864
-4,185
-9% -$62.3K 0.03% 402
2025
Q4 		$660K Sell
46,049
-24,009
-34% -$338K 0.04% 311
2025
Q3 		$922K Buy
+70,058
New +$910K 0.06% 224
2018
Q4 		– Sell
-73,190
Closed -$1.02M – 249
2018
Q3 		$1.02M Buy
73,190
+1,046
+1% +$14.1K 0.15% 171
2018
Q2 		$967K Sell
72,144
-8,368
-10% -$103K 0.14% 175
2018
Q1 		$915K Buy
80,512
+2,092
+3% +$22.7K 0.13% 177
2017
Q4 		$849K Buy
78,420
+6,276
+9% +$67.9K 0.12% 181
2017
Q3 		$795K Sell
72,144
-3,138
-4% -$35K 0.12% 179
2017
Q2 		$836K Sell
75,282
-10,460
-12% -$120K 0.18% 167
2017
Q1 		$959K Buy
85,742
+10,975
+15% +$125K 0.32% 127
2016
Q4 		$869K Buy
+74,767
New +$878K 0.36% 123

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 $3.38T AUM 44.17% 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

Cambria Investment Management's AES Position: Q2 2026 in Review

Cambria Investment Management reduced its AES (AES) stake by 2.7% in Q2 2026, selling an estimated $16.5K and leaving 40,727 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #474.

Cambria Investment Management first reported a position in AES in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.02M in Q3 2018. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Cambria Investment Management held 40,727 shares of AES worth $597K as of Q2 2026.
  • Cambria Investment Management sold 1,137 AES shares in Q2 2026, an estimated $16.5K.
  • AES made up 0.03% of Cambria Investment Management's portfolio in Q2 2026, its #474 holding.
  • Cambria Investment Management first reported a position in AES in Q4 2016 and has held it in 12 quarters since.
  • Cambria Investment Management's AES position peaked at $1.02M in Q3 2018.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.