OQS
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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
Q2 		– Sell
-167,502
Closed -$2.42M – 758
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
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

Occudo Quantitative Strategies's AES Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of AES (AES) in Q2 2026, closing a stake of 167,502 shares — an estimated $2.42M sold.

Occudo Quantitative Strategies first reported a position in AES in Q1 2021 and held it in 7 quarters. The position peaked at $3.6M in Q4 2025. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 167,502 AES shares in Q2 2026, an estimated $2.42M.
  • Occudo Quantitative Strategies first reported a position in AES in Q1 2021 and held it in 7 quarters.
  • Occudo Quantitative Strategies's AES position peaked at $3.6M in Q4 2025.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.