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Cape Investment Advisory’s AES AES Stock Holding History

Cape Investment Advisory’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 		$1.02M Buy
69,878
+780
+1% +$11.3K 0.27% 66
2026
Q1 		$974K Buy
69,098
+447
+0.7% +$6.65K 0.32% 62
2025
Q4 		$984K Buy
+68,651
New +$968K 0.3% 65
2025
Q3 		– Sell
-9,532
Closed -$100K – 860
2025
Q2 		$100K Buy
9,532
+2,076
+28% +$22.2K 0.04% 266
2025
Q1 		$92.6K Buy
7,456
+478
+7% +$5.53K 0.04% 257
2024
Q4 		$89.8K Buy
6,978
+1,961
+39% +$29.3K 0.04% 254
2024
Q3 		$101K Buy
5,017
+50
+1% +$884 0.04% 235
2024
Q2 		$87.3K Sell
4,967
-133
-3% -$2.53K 0.04% 235
2024
Q1 		$91.4K Buy
+5,100
New +$85.2K 0.04% 230

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

Cape Investment Advisory's AES Position: Q2 2026 in Review

Cape Investment Advisory increased its AES (AES) stake by 1.1% in Q2 2026, buying an estimated $11.3K and bringing the position to 69,878 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #66.

Cape Investment Advisory first reported a position in AES in Q1 2024 and has held it in 9 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Cape Investment Advisory held 69,878 shares of AES worth $1.02M as of Q2 2026.
  • Cape Investment Advisory bought 780 AES shares in Q2 2026, an estimated $11.3K.
  • AES made up 0.27% of Cape Investment Advisory's portfolio in Q2 2026, its #66 holding.
  • Cape Investment Advisory first reported a position in AES in Q1 2024 and has held it in 9 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.