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New England Research & Management’s AES AES Stock Holding History

New England Research & 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 		$553K Buy
37,690
+5,100
+16% +$74.1K 0.22% 95
2026
Q1 		$459K Buy
32,590
+50
+0.2% +$744 0.19% 112
2025
Q4 		$467K Buy
+32,540
New +$459K 0.2% 107

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

New England Research & Management's AES Position: Q2 2026 in Review

New England Research & Management increased its AES (AES) stake by 16% in Q2 2026, buying an estimated $74.1K and bringing the position to 37,690 shares worth $553K. The position accounts for 0.22% of the portfolio, ranked #95.

New England Research & Management first reported a position in AES in Q4 2025 and has held it in 3 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • New England Research & Management held 37,690 shares of AES worth $553K as of Q2 2026.
  • New England Research & Management bought 5,100 AES shares in Q2 2026, an estimated $74.1K.
  • AES made up 0.22% of New England Research & Management's portfolio in Q2 2026, its #95 holding.
  • New England Research & Management first reported a position in AES in Q4 2025 and has held it in 3 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.