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Oak Family Advisors’s AES AES Stock Holding History

Oak Family Advisors’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 		$272K Sell
18,520
-4,322
-19% -$62.8K 0.07% 98
2026
Q1 		$322K Sell
22,842
-7,929
-26% -$118K 0.09% 93
2025
Q4 		$441K Sell
30,771
-15,268
-33% -$215K 0.12% 81
2025
Q3 		$606K Sell
46,039
-292,266
-86% -$3.8M 0.15% 71
2025
Q2 		$3.56M Buy
338,305
+93,440
+38% +$1M 1.12% 32
2025
Q1 		$3.04M Buy
+244,865
New +$2.83M 1.02% 31
2024
Q4 		– Sell
-170,218
Closed -$3.41M – 124
2024
Q3 		$3.41M Buy
170,218
+46,548
+38% +$823K 1.05% 32
2024
Q2 		$2.17M Buy
+123,670
New +$2.35M 0.74% 38
2023
Q3 		– Sell
-14,752
Closed -$306K – 112
2023
Q2 		$306K Sell
14,752
-1,945
-12% -$42.8K 0.14% 90
2023
Q1 		$402K Sell
16,697
-910
-5% -$23.1K 0.2% 83
2022
Q4 		$506K Sell
17,607
-73,185
-81% -$1.97M 0.27% 71
2022
Q3 		$2.05M Sell
90,792
-11,820
-12% -$280K 1.1% 29
2022
Q2 		$2.16M Sell
102,612
-7,137
-7% -$156K 1.08% 26
2022
Q1 		$2.82M Buy
109,749
+100,150
+1,043% +$2.26M 1.1% 20
2021
Q4 		$233K Sell
9,599
-1,594
-14% -$38.7K 0.09% 140
2021
Q3 		$256K Sell
11,193
-1,150
-9% -$27.9K 0.09% 129
2021
Q2 		$322K Buy
12,343
+50
+0.4% +$1.32K 0.13% 79
2021
Q1 		$330K Sell
12,293
-96,471
-89% -$2.57M 0.14% 78
2020
Q4 		$2.56M Buy
+108,764
New +$2.26M 1.32% 15

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

Oak Family Advisors's AES Position: Q2 2026 in Review

Oak Family Advisors reduced its AES (AES) stake by 19% in Q2 2026, selling an estimated $62.8K and leaving 18,520 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #98.

Oak Family Advisors first reported a position in AES in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.56M in Q2 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Oak Family Advisors held 18,520 shares of AES worth $272K as of Q2 2026.
  • Oak Family Advisors sold 4,322 AES shares in Q2 2026, an estimated $62.8K.
  • AES made up 0.07% of Oak Family Advisors's portfolio in Q2 2026, its #98 holding.
  • Oak Family Advisors first reported a position in AES in Q4 2020 and has held it in 19 quarters since.
  • Oak Family Advisors's AES position peaked at $3.56M in Q2 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.