LMR Partners’s AES AES Stock Holding History

LMR Partners’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	$62.4M	Buy	4,255,679 +488,179	+13%	+$7.09M	0.23%	88
2026 Q1	$53.1M	Buy	3,767,500 +3,667,500	+3,668%	+$54.6M	0.12%	93
2025 Q4	$1.43M	Buy	+100,000	New	+$1.41M	﹤0.01%	896
2025 Q2	–	Sell	-247,292	Closed	-$3.07M	–	1359
2025 Q1	$3.07M	Buy	+247,292	New	+$2.86M	0.03%	551
2023 Q3	–	Sell	-398,177	Closed	-$8.25M	–	930
2023 Q2	$8.25M	Sell	398,177 -607,913	-60%	-$13.4M	0.09%	205
2023 Q1	$24.2M	Buy	1,006,090 +638,764	+174%	+$16.2M	0.38%	71
2022 Q4	$10.6M	Buy	367,326 +149,854	+69%	+$4.04M	0.18%	137
2022 Q3	$4.92M	Buy	+217,472	New	+$5.16M	0.09%	282
2021 Q2	–	Sell	-21,487	Closed	-$576K	–	1095
2021 Q1	$576K	Buy	+21,487	New	+$572K	0.01%	600
2020 Q1	–	Sell	-57,972	Closed	-$1.15M	–	243
2019 Q4	$1.15M	Buy	+57,972	New	+$1.04M	﹤0.01%	195
2019 Q3	–	Sell	-102,122	Closed	-$1.71M	–	423
2019 Q2	$1.71M	Buy	102,122 +83,044	+435%	+$1.41M	0.06%	153
2019 Q1	$345K	Sell	19,078 -61,666	-76%	-$1.04M	0.02%	295
2018 Q4	$1.17M	Buy	80,744 +56,211	+229%	+$844K	0.06%	162
2018 Q3	$343K	Buy	+24,533	New	+$330K	0.02%	242
2017 Q3	–	Sell	-22,354	Closed	-$248K	–	315
2017 Q2	$248K	Sell	22,354 -45,027	-67%	-$517K	0.02%	500
2017 Q1	$753K	Buy	67,381 +16,360	+32%	+$187K	0.07%	154
2016 Q4	$593K	Buy	+51,021	New	+$599K	0.09%	214

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMR Partners's AES Position: Q2 2026 in Review

LMR Partners increased its AES (AES) stake by 13% in Q2 2026, buying an estimated $7.09M and bringing the position to 4,255,679 shares worth $62.4M. The position accounts for 0.23% of the portfolio, ranked #88.

LMR Partners first reported a position in AES in Q4 2016 and has held it in 17 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

LMR Partners held 4,255,679 shares of AES worth $62.4M as of Q2 2026.
LMR Partners bought 488,179 AES shares in Q2 2026, an estimated $7.09M.
AES made up 0.23% of LMR Partners's portfolio in Q2 2026, its #88 holding.
LMR Partners first reported a position in AES in Q4 2016 and has held it in 17 quarters since.
706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.