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Camelot Portfolios’s AES AES Stock Holding History

Camelot Portfolios’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 		$730K Sell
49,797
-7,895
-14% -$115K 0.51% 68
2026
Q1 		$813K Sell
57,692
-490
-0.8% -$7.29K 0.6% 58
2025
Q4 		$834K Sell
58,182
-10,588
-15% -$149K 0.51% 63
2025
Q3 		$905K Sell
68,770
-2,649
-4% -$34.4K 0.53% 60
2025
Q2 		$751K Sell
71,419
-83
-0.1% -$888 0.45% 75
2025
Q1 		$888K Buy
+71,502
New +$827K 0.55% 59
2024
Q3 		– Sell
-6,507
Closed -$114K – 147
2024
Q2 		$114K Buy
+6,507
New +$124K 0.06% 227
2021
Q2 		– Sell
-13,568
Closed -$364K – 244
2021
Q1 		$364K Sell
13,568
-34,949
-72% -$930K 0.15% 157
2020
Q4 		$1.14M Sell
48,517
-7,343
-13% -$153K 0.6% 55
2020
Q3 		$1.01M Buy
55,860
+40,781
+270% +$681K 0.63% 48
2020
Q2 		$218K Sell
15,079
-12,114
-45% -$159K 0.14% 170
2020
Q1 		$370K Buy
27,193
+9,696
+55% +$174K 0.21% 126
2019
Q4 		$348K Buy
17,497
+2,452
+16% +$43.9K 0.15% 159
2019
Q3 		$246K Buy
15,045
+3,060
+26% +$49.3K 0.12% 179
2019
Q2 		$201K Sell
11,985
-6,415
-35% -$109K 0.08% 211
2019
Q1 		$333K Hold
18,400
– – 0.14% 165
2018
Q4 		$266K Sell
18,400
-400
-2% -$6.01K 0.12% 176
2018
Q3 		$263K Buy
+18,800
New +$253K 0.12% 172
2017
Q4 		– Sell
-24,520
Closed -$270K – 186
2017
Q3 		$270K Hold
24,520
– – 0.13% 137
2017
Q2 		$272K Sell
24,520
-263
-1% -$3.02K 0.13% 139
2017
Q1 		$277K Buy
+24,783
New +$283K 0.14% 145

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

Camelot Portfolios's AES Position: Q2 2026 in Review

Camelot Portfolios reduced its AES (AES) stake by 14% in Q2 2026, selling an estimated $115K and leaving 49,797 shares worth $730K. The position accounts for 0.51% of the portfolio, ranked #68.

Camelot Portfolios first reported a position in AES in Q1 2017 and has held it in 21 quarters since. The position peaked at $1.14M in Q4 2020. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Camelot Portfolios held 49,797 shares of AES worth $730K as of Q2 2026.
  • Camelot Portfolios sold 7,895 AES shares in Q2 2026, an estimated $115K.
  • AES made up 0.51% of Camelot Portfolios's portfolio in Q2 2026, its #68 holding.
  • Camelot Portfolios first reported a position in AES in Q1 2017 and has held it in 21 quarters since.
  • Camelot Portfolios's AES position peaked at $1.14M in Q4 2020.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.