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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Cambria Investment Management's AES Position: Q1 2026 in Review

Cambria Investment Management reduced its AES (AES) stake by 9.1% in Q1 2026, selling an estimated $62.3K and leaving 41,864 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #402.

Cambria Investment Management first reported a position in AES in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.02M in Q3 2018. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Cambria Investment Management held 41,864 shares of AES worth $590K as of Q1 2026.
  • Cambria Investment Management sold 4,185 AES shares in Q1 2026, an estimated $62.3K.
  • AES made up 0.03% of Cambria Investment Management's portfolio in Q1 2026, its #402 holding.
  • Cambria Investment Management first reported a position in AES in Q4 2016 and has held it in 11 quarters since.
  • Cambria Investment Management's AES position peaked at $1.02M in Q3 2018.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.