Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s AES AES Stock Holding History

Capital Fund Management (CFM)’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 		$328K Sell
23,300
-375,400
-94% -$5.59M ﹤0.01% 1942
2025
Q4 		$5.72M Sell
398,700
-292,900
-42% -$4.13M 0.02% 1116
2025
Q3 		$9.1M Sell
691,600
-596,800
-46% -$7.75M 0.02% 885
2025
Q2 		$13.6M Buy
1,288,400
+22,800
+2% +$244K 0.04% 610
2025
Q1 		$15.7M Buy
1,265,600
+884,700
+232% +$10.2M 0.05% 517
2024
Q4 		$4.9M Buy
380,900
+84,200
+28% +$1.26M 0.01% 1096
2024
Q3 		$5.95M Sell
296,700
-326,100
-52% -$5.77M 0.02% 944
2024
Q2 		$10.9M Sell
622,800
-100,600
-14% -$1.91M 0.03% 636
2024
Q1 		$13M Sell
723,400
-99,500
-12% -$1.66M 0.04% 615
2023
Q4 		$15.8M Buy
822,900
+444,900
+118% +$7.24M 0.04% 557
2023
Q3 		$5.75M Buy
378,000
+347,900
+1,156% +$6.63M 0.02% 852
2023
Q2 		$624K Buy
+30,100
New +$663K ﹤0.01% 1533
2021
Q2 		– Sell
-30,000
Closed -$804K – 1397
2021
Q1 		$804K Buy
+30,000
New +$798K 0.01% 1022

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

Capital Fund Management (CFM)'s AES Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its AES (AES) stake by 148% in Q1 2026, buying an estimated $486K and bringing the position to 54,712 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Capital Fund Management (CFM) first reported a position in AES in Q1 2014 and has held it in 19 quarters since. The position peaked at $5.73M in Q1 2019. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Capital Fund Management (CFM) held 54,712 shares of AES worth $771K as of Q1 2026.
  • Capital Fund Management (CFM) bought 32,627 AES shares in Q1 2026, an estimated $486K.
  • AES made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1771 holding.
  • Capital Fund Management (CFM) first reported a position in AES in Q1 2014 and has held it in 19 quarters since.
  • Capital Fund Management (CFM)'s AES position peaked at $5.73M in Q1 2019.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.