EF
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Empowered Funds’s AES AES Stock Holding History

Empowered Funds’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 		$654K Sell
44,596
-354,772
-89% -$5.15M ﹤0.01% 1581
2026
Q1 		$5.63M Sell
399,368
-579,880
-59% -$8.63M 0.04% 584
2025
Q4 		$14M Buy
979,248
+729,607
+292% +$10.3M 0.24% 84
2025
Q3 		$3.29M Buy
249,641
+209,722
+525% +$2.72M 0.03% 665
2025
Q2 		$420K Sell
39,919
-106,932
-73% -$1.14M ﹤0.01% 1383
2025
Q1 		$1.82M Buy
146,851
+129,841
+763% +$1.5M 0.03% 782
2024
Q4 		$219K Buy
17,010
+5,831
+52% +$87.1K ﹤0.01% 1475
2024
Q3 		$224K Buy
11,179
+830
+8% +$14.7K ﹤0.01% 1308
2024
Q2 		$182K Sell
10,349
-114,396
-92% -$2.18M ﹤0.01% 1313
2024
Q1 		$2.24M Buy
124,745
+2,273
+2% +$38K 0.04% 573
2023
Q4 		$2.36M Sell
122,472
-9,744
-7% -$158K 0.06% 470
2023
Q3 		$2.01M Buy
132,216
+664
+0.5% +$12.6K 0.06% 451
2023
Q2 		$2.73M Buy
131,552
+6,376
+5% +$140K 0.1% 304
2023
Q1 		$3.01M Sell
125,176
-6,095
-5% -$155K 0.18% 158
2022
Q4 		$3.78M Buy
131,271
+21,324
+19% +$575K 0.25% 135
2022
Q3 		$2.48M Buy
+109,947
New +$2.61M 0.24% 100
2019
Q3 		– Sell
-67,918
Closed -$1.14M – 96
2019
Q2 		$1.14M Sell
67,918
-16,472
-20% -$279K 0.48% 77
2019
Q1 		$1.53M Buy
84,390
+3,522
+4% +$59.2K 0.55% 58
2018
Q4 		$1.17M Buy
+80,868
New +$1.21M 0.49% 72

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

Empowered Funds's AES Position: Q2 2026 in Review

Empowered Funds reduced its AES (AES) stake by 89% in Q2 2026, selling an estimated $5.15M and leaving 44,596 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Empowered Funds first reported a position in AES in Q4 2018 and has held it in 19 quarters since. The position peaked at $14M in Q4 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Empowered Funds held 44,596 shares of AES worth $654K as of Q2 2026.
  • Empowered Funds sold 354,772 AES shares in Q2 2026, an estimated $5.15M.
  • AES made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1581 holding.
  • Empowered Funds first reported a position in AES in Q4 2018 and has held it in 19 quarters since.
  • Empowered Funds's AES position peaked at $14M in Q4 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.