MV Capital Management’s AES AES Stock Holding History

MV Capital Management’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 Q3	$5.54K	Buy	372 +87	+31%	+$1.28K	﹤0.01%	635
2026 Q2	$4.18K	Buy	285 +1	+0.4%	+$15	﹤0.01%	675
2026 Q1	$4K	Sell	284 -1	-0.4%	-$15	﹤0.01%	654
2025 Q4	$4.09K	Hold	285	–	–	﹤0.01%	635
2025 Q3	$3.75K	Buy	285 +41	+17%	+$533	﹤0.01%	635
2025 Q2	$2.57K	Sell	244 -237	-49%	-$2.54K	﹤0.01%	684
2025 Q1	$5.98K	Sell	481 -26	-5%	-$301	﹤0.01%	594
2024 Q4	$6.53K	Sell	507 -454	-47%	-$6.78K	﹤0.01%	577
2024 Q3	$19.3K	Sell	961 -69	-7%	-$1.22K	﹤0.01%	432
2024 Q2	$18.1K	Buy	1,030 +73	+8%	+$1.39K	﹤0.01%	436
2024 Q1	$17.2K	Sell	957 -65	-6%	-$1.09K	﹤0.01%	446
2023 Q4	$19.7K	Buy	1,022 +677	+196%	+$11K	﹤0.01%	425
2023 Q3	$5.24K	Buy	345 +162	+89%	+$3.09K	﹤0.01%	583
2023 Q2	$3.79K	Buy	183 +66	+56%	+$1.45K	﹤0.01%	612
2023 Q1	$2.82K	Sell	117 -21	-15%	-$534	﹤0.01%	628
2022 Q4	$3.97K	Buy	138 +34	+33%	+$916	﹤0.01%	579
2022 Q3	$2K	Buy	104 +4	+4%	+$95	﹤0.01%	607
2022 Q2	$2K	Sell	100 -16	-14%	-$349	﹤0.01%	610
2022 Q1	$3K	Sell	116 -126	-52%	-$2.85K	﹤0.01%	626
2021 Q4	$6K	Buy	242 +43	+22%	+$1.04K	﹤0.01%	560
2021 Q3	$5K	Buy	199 +151	+315%	+$3.67K	﹤0.01%	576
2021 Q2	$1K	Buy	48 +17	+55%	+$449	﹤0.01%	648
2021 Q1	$1K	Buy	+31	New	+$825	﹤0.01%	323
2017 Q3	–	Sell	-199	Closed	-$2K	–	357
2017 Q2	$2K	Sell	199 -136	-41%	-$1.56K	﹤0.01%	330
2017 Q1	$4K	Hold	335	–	–	﹤0.01%	291
2016 Q4	$4K	Hold	335	–	–	﹤0.01%	290
2016 Q3	$4K	Buy	335 +59	+21%	+$735	﹤0.01%	283
2016 Q2	$3K	Buy	+276	New	+$3.11K	﹤0.01%	296

Other funds holding AES

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MV Capital Management's AES Position: Q3 2026 in Review

MV Capital Management increased its AES (AES) stake by 31% in Q3 2026, buying an estimated $1.28K and bringing the position to 372 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

MV Capital Management first reported a position in AES in Q2 2016 and has held it in 28 quarters since. The position peaked at $19.7K in Q4 2023. 385 funds tracked by Wall St. Rank hold AES as of Q3 2026.

MV Capital Management held 372 shares of AES worth $5.54K as of Q3 2026.
MV Capital Management bought 87 AES shares in Q3 2026, an estimated $1.28K.
AES made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #635 holding.
MV Capital Management first reported a position in AES in Q2 2016 and has held it in 28 quarters since.
MV Capital Management's AES position peaked at $19.7K in Q4 2023.
385 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.