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
2026
Q1 		$371K Buy
26,300
+2,500
+11% +$37.2K ﹤0.01% 1283
2025
Q4 		$341K Sell
23,800
-4,900
-17% -$69.1K ﹤0.01% 1294
2025
Q3 		$378K Buy
28,700
+10,800
+60% +$140K ﹤0.01% 1544
2025
Q2 		$188K Sell
17,900
-16,600
-48% -$178K ﹤0.01% 1534
2025
Q1 		$428K Sell
34,500
-49,000
-59% -$567K ﹤0.01% 1112
2024
Q4 		$1.07M Buy
83,500
+4,600
+6% +$68.7K ﹤0.01% 1047
2024
Q3 		$1.58M Sell
78,900
-20,100
-20% -$356K ﹤0.01% 820
2024
Q2 		$1.74M Buy
99,000
+2,200
+2% +$41.8K 0.01% 778
2024
Q1 		$1.74M Sell
96,800
-10,100
-9% -$169K 0.01% 849
2023
Q4 		$2.06M Buy
106,900
+74,300
+228% +$1.21M 0.01% 790
2023
Q3 		$496K Sell
32,600
-4,400
-12% -$83.8K ﹤0.01% 1330
2023
Q2 		$767K Buy
37,000
+6,500
+21% +$143K ﹤0.01% 968
2023
Q1 		$734K Sell
30,500
-77,900
-72% -$1.98M ﹤0.01% 887
2022
Q4 		$3.12M Hold
108,400
– – 0.02% 550
2022
Q3 		$2.45M Buy
108,400
+3,700
+4% +$87.7K 0.01% 688
2022
Q2 		$2.2M Sell
104,700
-19,700
-16% -$430K 0.01% 725
2022
Q1 		$3.2M Sell
124,400
-62,100
-33% -$1.4M 0.01% 868
2021
Q4 		$4.53M Sell
186,500
-30,800
-14% -$749K 0.01% 855
2021
Q3 		$4.96M Buy
217,300
+40,200
+23% +$977K 0.01% 860
2021
Q2 		$4.62M Buy
177,100
+29,300
+20% +$774K 0.01% 744
2021
Q1 		$3.96M Buy
147,800
+91,400
+162% +$2.43M 0.01% 712
2020
Q4 		$1.32M Buy
+56,400
New +$1.17M ﹤0.01% 996

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.