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
Q2 		– Sell
-15,800
Closed -$196K – 1561
2025
Q1 		$196K Sell
15,800
-167,300
-91% -$1.94M ﹤0.01% 1276
2024
Q4 		$2.36M Buy
183,100
+161,700
+756% +$2.42M 0.01% 796
2024
Q3 		$429K Sell
21,400
-20,100
-48% -$356K ﹤0.01% 1264
2024
Q2 		$729K Hold
41,500
– – ﹤0.01% 1123
2024
Q1 		$744K Sell
41,500
-133,300
-76% -$2.23M ﹤0.01% 1321
2023
Q4 		$3.36M Buy
174,800
+165,100
+1,702% +$2.69M 0.01% 653
2023
Q3 		$147K Sell
9,700
-4,100
-30% -$78.1K ﹤0.01% 1883
2023
Q2 		$286K Hold
13,800
– – ﹤0.01% 1420
2023
Q1 		$332K Sell
13,800
-16,700
-55% -$424K ﹤0.01% 1145
2022
Q4 		$877K Buy
30,500
+700
+2% +$18.9K 0.01% 977
2022
Q3 		$673K Buy
29,800
+5,000
+20% +$119K ﹤0.01% 1166
2022
Q2 		$521K Sell
24,800
-4,000
-14% -$87.3K ﹤0.01% 1222
2022
Q1 		$741K Sell
28,800
-85,900
-75% -$1.94M ﹤0.01% 1407
2021
Q4 		$2.79M Sell
114,700
-9,300
-8% -$226K ﹤0.01% 1015
2021
Q3 		$2.83M Buy
124,000
+48,300
+64% +$1.17M 0.01% 1072
2021
Q2 		$1.97M Buy
75,700
+19,000
+34% +$502K ﹤0.01% 1032
2021
Q1 		$1.52M Buy
56,700
+34,200
+152% +$910K ﹤0.01% 1012
2020
Q4 		$529K Buy
+22,500
New +$468K ﹤0.01% 1238

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.