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NEOS Investment Management’s AES AES Stock Holding History

NEOS Investment 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
Q2 		$1.82M Buy
124,046
+10,537
+9% +$153K 0.01% 532
2026
Q1 		$1.6M Buy
113,509
+5,720
+5% +$85.2K 0.01% 516
2025
Q4 		$1.55M Buy
107,789
+17,314
+19% +$244K 0.01% 499
2025
Q3 		$1.19M Buy
90,475
+28,070
+45% +$365K 0.01% 494
2025
Q2 		$657K Buy
62,405
+12,481
+25% +$134K 0.01% 510
2025
Q1 		$620K Buy
49,924
+8,748
+21% +$101K 0.01% 493
2024
Q4 		$530K Buy
41,176
+9,853
+31% +$147K 0.01% 496
2024
Q3 		$628K Buy
31,323
+6,496
+26% +$115K 0.02% 461
2024
Q2 		$436K Buy
24,827
+7,968
+47% +$151K 0.02% 476
2024
Q1 		$302K Buy
+16,859
New +$282K 0.02% 489

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

NEOS Investment Management's AES Position: Q2 2026 in Review

NEOS Investment Management increased its AES (AES) stake by 9.3% in Q2 2026, buying an estimated $153K and bringing the position to 124,046 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #532.

NEOS Investment Management first reported a position in AES in Q1 2024 and has held it in 10 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • NEOS Investment Management held 124,046 shares of AES worth $1.82M as of Q2 2026.
  • NEOS Investment Management bought 10,537 AES shares in Q2 2026, an estimated $153K.
  • AES made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #532 holding.
  • NEOS Investment Management first reported a position in AES in Q1 2024 and has held it in 10 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.