Capital Advisors Ltd
AES icon

Capital Advisors Ltd’s AES AES Stock Holding History

Capital Advisors Ltd’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
Q3 		$29K Buy
1,965
+56
+3% +$827 ﹤0.01% 618
2026
Q2 		$28K Hold
1,909
– – ﹤0.01% 615
2026
Q1 		$27K Hold
1,909
– – ﹤0.01% 611
2025
Q4 		$27K Hold
1,909
– – ﹤0.01% 601
2025
Q3 		$25K Sell
1,909
-1
-0.1% -$13 ﹤0.01% 602
2025
Q2 		$20K Buy
1,910
+1,077
+129% +$11.5K ﹤0.01% 621
2025
Q1 		$10K Buy
833
+799
+2,350% +$9.24K ﹤0.01% 759
2024
Q4 		$0 Sell
34
-506
-94% -$7.56K ﹤0.01% 1342
2024
Q3 		$11K Sell
540
-171
-24% -$3.02K ﹤0.01% 742
2024
Q2 		$12K Sell
711
-39
-5% -$742 ﹤0.01% 702
2024
Q1 		$13K Buy
750
+82
+12% +$1.37K ﹤0.01% 661
2023
Q4 		$13K Sell
668
-1,086
-62% -$17.7K ﹤0.01% 638
2023
Q3 		$27K Sell
1,754
-10
-0.6% -$190 ﹤0.01% 499
2023
Q2 		$37K Sell
1,764
-79
-4% -$1.74K 0.01% 471
2023
Q1 		$44K Sell
1,843
-150
-8% -$3.81K 0.01% 384
2022
Q4 		$57K Buy
1,993
+77
+4% +$2.08K 0.01% 361
2022
Q3 		$43K Buy
1,916
+107
+6% +$2.54K 0.01% 375
2022
Q2 		$38K Buy
1,809
+32
+2% +$698 0.01% 381
2022
Q1 		$46K Buy
1,777
+1,088
+158% +$24.6K 0.01% 376
2021
Q4 		$17K Buy
689
+21
+3% +$510 ﹤0.01% 447
2021
Q3 		$15K Hold
668
– – ﹤0.01% 397
2021
Q2 		$17K Hold
668
– – ﹤0.01% 373
2021
Q1 		$18K Hold
668
– – ﹤0.01% 359
2020
Q4 		$16K Hold
668
– – ﹤0.01% 355
2020
Q3 		$12K Hold
668
– – ﹤0.01% 371
2020
Q2 		$10K Hold
668
– – ﹤0.01% 369
2020
Q1 		$9K Buy
+668
New +$12K ﹤0.01% 372

Other funds holding AES

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Advisors Ltd's AES Position: Q3 2026 in Review

Capital Advisors Ltd increased its AES (AES) stake by 2.9% in Q3 2026, buying an estimated $827 and bringing the position to 1,965 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Capital Advisors Ltd first reported a position in AES in Q1 2020 and has held it in 27 quarters since. The position peaked at $57K in Q4 2022. 500 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Capital Advisors Ltd held 1,965 shares of AES worth $29K as of Q3 2026.
  • Capital Advisors Ltd bought 56 AES shares in Q3 2026, an estimated $827.
  • AES made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #618 holding.
  • Capital Advisors Ltd first reported a position in AES in Q1 2020 and has held it in 27 quarters since.
  • Capital Advisors Ltd's AES position peaked at $57K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.