Capstone Investment Advisors
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Capstone Investment Advisors’s AES AES Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-18,315
Closed -$258K – 1543
2025
Q3 		$241K Buy
18,315
+5,928
+48% +$77K ﹤0.01% 1736
2025
Q2 		$130K Buy
+12,387
New +$133K ﹤0.01% 1547
2025
Q1 		– Sell
-75,920
Closed -$878K – 1327
2024
Q4 		$977K Buy
75,920
+58,610
+339% +$875K ﹤0.01% 1077
2024
Q3 		$347K Sell
17,310
-16,218
-48% -$287K ﹤0.01% 1347
2024
Q2 		$589K Sell
33,528
-8,256
-20% -$157K ﹤0.01% 1229
2024
Q1 		$749K Buy
+41,784
New +$698K ﹤0.01% 1314
2023
Q4 		– Sell
-27,188
Closed -$442K – 2084
2023
Q3 		$413K Sell
27,188
-2,217
-8% -$42.2K ﹤0.01% 1425
2023
Q2 		$610K Buy
29,405
+20,398
+226% +$449K ﹤0.01% 1071
2023
Q1 		$217K Buy
+9,007
New +$229K ﹤0.01% 1252
2022
Q4 		– Sell
-14,813
Closed -$399K – 1498
2022
Q3 		$335K Buy
14,813
+6,012
+68% +$143K ﹤0.01% 1376
2022
Q2 		$185K Buy
8,801
+8,799
+439,950% +$192K ﹤0.01% 1428
2022
Q1 		$0 Sell
2
-6,672
-100% -$151K ﹤0.01% 2045
2021
Q4 		$162K Sell
6,674
-21,565
-76% -$524K ﹤0.01% 1591
2021
Q3 		$645K Buy
+28,239
New +$686K ﹤0.01% 1515
2017
Q3 		– Sell
-132,796
Closed -$1.48M – 534
2017
Q2 		$1.48M Buy
132,796
+118,743
+845% +$1.36M 0.04% 283
2017
Q1 		$157K Sell
14,053
-145,485
-91% -$1.66M ﹤0.01% 800
2016
Q4 		$1.85M Buy
+159,538
New +$1.87M 0.06% 296
2016
Q1 		– Sell
-20,360
Closed -$194K – 628
2015
Q4 		$194K Sell
20,360
-48,245
-70% -$483K 0.01% 432
2015
Q3 		$671K Buy
+68,605
New +$828K 0.02% 256

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

Capstone Investment Advisors's AES Position: Q4 2025 in Review

Capstone Investment Advisors sold out of AES (AES) in Q4 2025, closing a stake of 18,315 shares — an estimated $258K sold.

Capstone Investment Advisors first reported a position in AES in Q3 2015 and held it in 19 quarters. The position peaked at $1.85M in Q4 2016. 743 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Capstone Investment Advisors reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 18,315 AES shares in Q4 2025, an estimated $258K.
  • Capstone Investment Advisors first reported a position in AES in Q3 2015 and held it in 19 quarters.
  • Capstone Investment Advisors's AES position peaked at $1.85M in Q4 2016.
  • 743 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.