Capstone Capital Management’s AES AES Stock Holding History

Capstone Capital 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 Q2	–	Sell	-12,000	Closed	-$169K	–	161
2026 Q1	$169K	Sell	12,000 -25,700	-68%	-$383K	0.17%	51
2025 Q4	$541K	Buy	+37,700	New	+$531K	0.52%	61

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capstone Capital Management's AES Position: Q2 2026 in Review

Capstone Capital Management sold out of AES (AES) in Q2 2026, closing a stake of 12,000 shares — an estimated $169K sold.

Capstone Capital Management first reported a position in AES in Q4 2025 and held it in 2 quarters. The position peaked at $541K in Q4 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Capstone Capital Management reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Capstone Capital Management sold 12,000 AES shares in Q2 2026, an estimated $169K.
Capstone Capital Management first reported a position in AES in Q4 2025 and held it in 2 quarters.
Capstone Capital Management's AES position peaked at $541K in Q4 2025.
706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Capstone Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.