Occudo Quantitative Strategies’s AES AES Stock Holding History

Occudo Quantitative Strategies’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 Q1	$2.42M	Sell	167,502 -83,648	-33%	-$1.25M	0.13%	231
2025 Q4	$3.6M	Buy	+251,150	New	+$3.54M	0.24%	128
2023 Q4	–	Sell	-28,887	Closed	-$439K	–	763
2023 Q3	$439K	Buy	+28,887	New	+$550K	0.06%	546
2023 Q2	–	Sell	-69,753	Closed	-$1.68M	–	982
2023 Q1	$1.68M	Buy	+69,753	New	+$1.77M	0.15%	192
2021 Q4	–	Sell	-11,216	Closed	-$256K	–	1045
2021 Q3	$256K	Buy	11,216 +149	+1%	+$3.62K	0.03%	786
2021 Q2	$289K	Sell	11,067 -11,880	-52%	-$314K	0.04%	607
2021 Q1	$615K	Buy	+22,947	New	+$610K	0.13%	267

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Occudo Quantitative Strategies's AES Position: Q1 2026 in Review

Occudo Quantitative Strategies reduced its AES (AES) stake by 33% in Q1 2026, selling an estimated $1.25M and leaving 167,502 shares worth $2.42M. The position accounts for 0.13% of the portfolio, ranked #231.

Occudo Quantitative Strategies first reported a position in AES in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.6M in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Occudo Quantitative Strategies held 167,502 shares of AES worth $2.42M as of Q1 2026.
Occudo Quantitative Strategies sold 83,648 AES shares in Q1 2026, an estimated $1.25M.
AES made up 0.13% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #231 holding.
Occudo Quantitative Strategies first reported a position in AES in Q1 2021 and has held it in 7 quarters since.
Occudo Quantitative Strategies's AES position peaked at $3.6M in Q4 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.