EF
AES icon

Empirical Finance’s AES AES Stock Holding History

Empirical Finance’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 		$292K Sell
19,889
-128
-0.6% -$1.86K 0.01% 482
2026
Q1 		$282K Sell
20,017
-237
-1% -$3.53K 0.01% 461
2025
Q4 		$290K Sell
20,254
-742
-4% -$10.5K 0.01% 451
2025
Q3 		$276K Buy
20,996
+189
+0.9% +$2.46K 0.01% 486
2025
Q2 		$219K Buy
20,807
+190
+0.9% +$2.03K 0.01% 500
2025
Q1 		$256K Buy
20,617
+1,985
+11% +$23K 0.02% 479
2024
Q4 		$240K Buy
18,632
+42
+0.2% +$627 0.01% 488
2024
Q3 		$373K Buy
18,590
+527
+3% +$9.32K 0.02% 454
2024
Q2 		$317K Sell
18,063
-122
-0.7% -$2.32K 0.02% 466
2024
Q1 		$326K Buy
18,185
+823
+5% +$13.8K 0.02% 481
2023
Q4 		$334K Sell
17,362
-886
-5% -$14.4K 0.02% 470
2023
Q3 		$277K Buy
18,248
+2,142
+13% +$40.8K 0.02% 482
2023
Q2 		$334K Buy
16,106
+5,182
+47% +$114K 0.03% 458
2023
Q1 		$263K Sell
10,924
-669
-6% -$17K 0.02% 466
2022
Q4 		$333K Sell
11,593
-92
-0.8% -$2.48K 0.03% 426
2022
Q3 		$264K Hold
11,685
– – 0.03% 435
2022
Q2 		$246K Buy
11,685
+26
+0.2% +$567 0.03% 441
2022
Q1 		$300K Buy
11,659
+314
+3% +$7.1K 0.03% 410
2021
Q4 		$276K Buy
+11,345
New +$276K 0.03% 419
2021
Q3 		– Sell
-7,887
Closed -$206K – 419
2021
Q2 		$206K Buy
+7,887
New +$208K 0.03% 395
2017
Q1 		– Sell
-319
Closed -$4K – 103
2016
Q4 		$4K Buy
+319
New +$3.74K ﹤0.01% 573

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

Empirical Finance's AES Position: Q2 2026 in Review

Empirical Finance reduced its AES (AES) stake by 0.64% in Q2 2026, selling an estimated $1.86K and leaving 19,889 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #482.

Empirical Finance first reported a position in AES in Q4 2016 and has held it in 21 quarters since. The position peaked at $373K in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Empirical Finance held 19,889 shares of AES worth $292K as of Q2 2026.
  • Empirical Finance sold 128 AES shares in Q2 2026, an estimated $1.86K.
  • AES made up 0.01% of Empirical Finance's portfolio in Q2 2026, its #482 holding.
  • Empirical Finance first reported a position in AES in Q4 2016 and has held it in 21 quarters since.
  • Empirical Finance's AES position peaked at $373K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.