CI
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CX Institutional’s AES AES Stock Holding History

CX Institutional’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 		$219K Buy
14,965
+741
+5% +$10.8K 0.01% 728
2026
Q1 		$200K Buy
14,224
+66
+0.5% +$983 0.01% 715
2025
Q4 		$203K Buy
14,158
+2,078
+17% +$29.3K 0.01% 705
2025
Q3 		$159K Buy
12,080
+596
+5% +$7.74K ﹤0.01% 748
2025
Q2 		$121K Buy
11,484
+982
+9% +$10.5K ﹤0.01% 735
2025
Q1 		$130K Buy
+10,502
New +$122K ﹤0.01% 698
2024
Q3 		– Sell
-137,557
Closed -$2.42M – 552
2024
Q2 		$2.42M Buy
137,557
+2,877
+2% +$54.7K 0.11% 189
2024
Q1 		$2.41M Buy
134,680
+131,067
+3,628% +$2.19M 0.12% 184
2023
Q4 		$69.6K Buy
+3,613
New +$58.8K ﹤0.01% 517
2022
Q3 		– Sell
-1,221
Closed -$26K – 464
2022
Q2 		$26K Buy
+1,221
New +$26.6K ﹤0.01% 789
2021
Q4 		– Sell
-1,246
Closed -$28K – 344
2021
Q3 		$28K Sell
1,246
-27
-2% -$656 ﹤0.01% 682
2021
Q2 		$33K Buy
1,273
+151
+13% +$3.99K ﹤0.01% 642
2021
Q1 		$30K Buy
1,122
+160
+17% +$4.26K ﹤0.01% 593
2020
Q4 		$23K Buy
962
+107
+13% +$2.22K ﹤0.01% 583
2020
Q3 		$15K Buy
855
+313
+58% +$5.23K ﹤0.01% 602
2020
Q2 		$8K Buy
542
+439
+426% +$5.77K ﹤0.01% 586
2020
Q1 		$1K Sell
103
-132
-56% -$2.37K ﹤0.01% 707
2019
Q4 		$5K Buy
235
+32
+16% +$573 ﹤0.01% 533
2019
Q3 		$3K Sell
203
-365
-64% -$5.88K ﹤0.01% 653
2019
Q2 		$10K Buy
568
+411
+262% +$6.96K ﹤0.01% 483
2019
Q1 		$3K Buy
+157
New +$2.64K ﹤0.01% 610

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

CX Institutional's AES Position: Q2 2026 in Review

CX Institutional increased its AES (AES) stake by 5.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 14,965 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #728.

CX Institutional first reported a position in AES in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.42M in Q2 2024. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • CX Institutional held 14,965 shares of AES worth $219K as of Q2 2026.
  • CX Institutional bought 741 AES shares in Q2 2026, an estimated $10.8K.
  • AES made up 0.01% of CX Institutional's portfolio in Q2 2026, its #728 holding.
  • CX Institutional first reported a position in AES in Q1 2019 and has held it in 21 quarters since.
  • CX Institutional's AES position peaked at $2.42M in Q2 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.