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Coastwise Capital Group’s AES AES Stock Holding History

Coastwise Capital Group’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 		$180K Buy
+12,258
New +$178K 0.1% 140
2025
Q4 		– Sell
-12,081
Closed -$159K – 227
2025
Q3 		$159K Buy
12,081
+394
+3% +$5.12K 0.11% 129
2025
Q2 		$123K Buy
11,687
+162
+1% +$1.73K 0.1% 122
2025
Q1 		$143K Buy
11,525
+196
+2% +$2.27K 0.12% 120
2024
Q4 		$146K Buy
+11,329
New +$169K 0.12% 121

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coastwise Capital Group's AES Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in AES (AES) in Q2 2026: 12,258 shares worth $180K. The stake represents 0.1% of the portfolio and ranks #140 among its holdings. This is a return to the name: Coastwise Capital Group previously reported a position in AES as recently as Q3 2025.

Coastwise Capital Group first reported a position in AES in Q4 2024 and has held it in 5 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Coastwise Capital Group held 12,258 shares of AES worth $180K as of Q2 2026.
  • AES was a new Coastwise Capital Group position in Q2 2026.
  • AES made up 0.1% of Coastwise Capital Group's portfolio in Q2 2026, its #140 holding.
  • Coastwise Capital Group first reported a position in AES in Q4 2024 and has held it in 5 quarters since.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.