Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.33M Buy
+227,290
New +$3.3M 0.02% 627
2024
Q4
Sell
-67,833
Closed -$1.36M 1328
2024
Q3
$1.36M Buy
67,833
+4,259
+7% +$75.3K 0.02% 459
2024
Q2
$1.12M Buy
63,574
+12,066
+23% +$229K 0.02% 453
2024
Q1
$924K Buy
51,508
+17,462
+51% +$292K 0.01% 479
2023
Q4
$655K Buy
34,046
+15,011
+79% +$244K 0.01% 510
2023
Q3
$289K Buy
19,035
+5,606
+42% +$107K 0.01% 731
2023
Q2
$278K Sell
13,429
-14,660
-52% -$323K 0.01% 705
2023
Q1
$676K Buy
28,089
+2,645
+10% +$67.2K 0.02% 484
2022
Q4
$732K Buy
25,444
+11,872
+87% +$320K 0.02% 422
2022
Q3
$307K Buy
+13,572
New +$322K 0.01% 660

Other funds holding AES

IEQ Capital's AES Position: Q2 2026 in Review

IEQ Capital opened a new position in AES (AES) in Q2 2026: 227,290 shares worth $3.33M. The stake represents 0.02% of the portfolio and ranks #627 among its holdings. This is a return to the name: IEQ Capital previously reported a position in AES as recently as Q3 2024.

IEQ Capital first reported a position in AES in Q3 2022 and has held it in 10 quarters since. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • IEQ Capital held 227,290 shares of AES worth $3.33M as of Q2 2026.
  • AES was a new IEQ Capital position in Q2 2026.
  • AES made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #627 holding.
  • IEQ Capital first reported a position in AES in Q3 2022 and has held it in 10 quarters since.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.