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PenderFund Capital Management’s AES AES Stock Holding History

PenderFund Capital 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 		$408K Buy
27,800
+11,400
+70% +$166K 0.05% 104
2026
Q1 		$231K Buy
+16,400
New +$244K 0.04% 132

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

PenderFund Capital Management's AES Position: Q2 2026 in Review

PenderFund Capital Management increased its AES (AES) stake by 70% in Q2 2026, buying an estimated $166K and bringing the position to 27,800 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #104.

PenderFund Capital Management first reported a position in AES in Q1 2026 and has held it in 2 quarters since. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • PenderFund Capital Management held 27,800 shares of AES worth $408K as of Q2 2026.
  • PenderFund Capital Management bought 11,400 AES shares in Q2 2026, an estimated $166K.
  • AES made up 0.05% of PenderFund Capital Management's portfolio in Q2 2026, its #104 holding.
  • PenderFund Capital Management first reported a position in AES in Q1 2026 and has held it in 2 quarters since.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on PenderFund Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.