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LMCG Investments’s AES AES Stock Holding History

LMCG Investments’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 		$7.22M Sell
492,237
-15,636
-3% -$227K 0.39% 84
2026
Q1 		$7.16M Buy
507,873
+9,988
+2% +$149K 0.43% 78
2025
Q4 		$7.14M Buy
497,885
+5,876
+1% +$82.8K 0.41% 79
2025
Q3 		$6.47M Sell
492,009
-441
-0.1% -$5.73K 0.38% 82
2025
Q2 		$5.18M Sell
492,450
-6,357
-1% -$68K 0.32% 93
2025
Q1 		$6.2M Sell
498,807
-20,168
-4% -$233K 0.41% 86
2024
Q4 		$6.68M Sell
518,975
-131,534
-20% -$1.96M 0.41% 82
2024
Q3 		$13M Buy
650,509
+3,690
+0.6% +$65.3K 0.78% 37
2024
Q2 		$11.4M Buy
646,819
+8,706
+1% +$166K 0.66% 50
2024
Q1 		$11.4M Buy
638,113
+180,452
+39% +$3.02M 0.67% 50
2023
Q4 		$8.81M Sell
457,661
-1,332
-0.3% -$21.7K 0.55% 68
2023
Q3 		$6.98M Buy
458,993
+1,909
+0.4% +$36.4K 0.47% 74
2023
Q2 		$9.48M Sell
457,084
-3,814
-0.8% -$84K 0.61% 52
2023
Q1 		$11.1M Sell
460,898
-2,759
-0.6% -$70.1K 0.74% 39
2022
Q4 		$13.3M Sell
463,657
-10,526
-2% -$284K 0.93% 23
2022
Q3 		$10.7M Sell
474,183
-2,045
-0.4% -$48.5K 0.78% 31
2022
Q2 		$10M Sell
476,228
-2,466
-0.5% -$53.8K 0.69% 40
2022
Q1 		$12.3M Buy
+478,694
New +$10.8M 0.71% 34
2015
Q3 		$5.48M Buy
559,991
+69,063
+14% +$834K 0.12% 297
2015
Q2 		$6.51M Buy
490,928
+21,670
+5% +$291K 0.14% 274
2015
Q1 		$6.03M Buy
469,258
+48,729
+12% +$610K 0.13% 286
2014
Q4 		$5.79M Buy
420,529
+125,969
+43% +$1.72M 0.13% 266
2014
Q3 		$4.18M Buy
294,560
+11,310
+4% +$168K 0.09% 283
2014
Q2 		$4.4M Buy
283,250
+7,775
+3% +$112K 0.1% 287
2014
Q1 		$3.93M Buy
+275,475
New +$3.89M 0.09% 282

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

LMCG Investments's AES Position: Q2 2026 in Review

LMCG Investments reduced its AES (AES) stake by 3.1% in Q2 2026, selling an estimated $227K and leaving 492,237 shares worth $7.22M. The position accounts for 0.39% of the portfolio, ranked #84.

LMCG Investments first reported a position in AES in Q1 2014 and has held it in 25 quarters since. The position peaked at $13.3M in Q4 2022. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • LMCG Investments held 492,237 shares of AES worth $7.22M as of Q2 2026.
  • LMCG Investments sold 15,636 AES shares in Q2 2026, an estimated $227K.
  • AES made up 0.39% of LMCG Investments's portfolio in Q2 2026, its #84 holding.
  • LMCG Investments first reported a position in AES in Q1 2014 and has held it in 25 quarters since.
  • LMCG Investments's AES position peaked at $13.3M in Q4 2022.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.