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Oakworth Capital’s AES AES Stock Holding History

Oakworth Capital’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 		$410 Hold
28
– – ﹤0.01% 912
2026
Q1 		$395 Hold
28
– – ﹤0.01% 839
2025
Q4 		$402 Hold
28
– – ﹤0.01% 844
2025
Q3 		$368 Hold
28
– – ﹤0.01% 818
2025
Q2 		$295 Hold
28
– – ﹤0.01% 618
2025
Q1 		$348 Hold
28
– – ﹤0.01% 672
2024
Q4 		$360 Hold
28
– – ﹤0.01% 617
2024
Q3 		$562 Buy
+28
New +$495 ﹤0.01% 650
2019
Q4 		– Sell
-40
Closed – – 548
2019
Q3 		$0 Hold
40
– – ﹤0.01% 564
2019
Q2 		$0 Buy
+40
New +$678 ﹤0.01% 613

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 $3.38T AUM 44.17% 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

Oakworth Capital's AES Position: Q2 2026 in Review

Oakworth Capital held its AES (AES) position steady in Q2 2026 at 28 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Oakworth Capital first reported a position in AES in Q2 2019 and has held it in 10 quarters since. The position peaked at $562 in Q3 2024. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Oakworth Capital held 28 shares of AES worth $410 as of Q2 2026.
  • Oakworth Capital left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #912 holding.
  • Oakworth Capital first reported a position in AES in Q2 2019 and has held it in 10 quarters since.
  • Oakworth Capital's AES position peaked at $562 in Q3 2024.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.