Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$165K Buy
+11,257
New +$164K 0.09% 363
2025
Q4
Sell
-14,234
Closed -$187K 518
2025
Q3
$187K Buy
+14,234
New +$185K 0.08% 394

Other funds holding AES

R Squared's AES Position: Q2 2026 in Review

R Squared opened a new position in AES (AES) in Q2 2026: 11,257 shares worth $165K. The stake represents 0.09% of the portfolio and ranks #363 among its holdings. This is a return to the name: R Squared previously reported a position in AES as recently as Q3 2025.

R Squared first reported a position in AES in Q3 2025 and has held it in 2 quarters since. The position peaked at $187K in Q3 2025. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • R Squared held 11,257 shares of AES worth $165K as of Q2 2026.
  • AES was a new R Squared position in Q2 2026.
  • AES made up 0.09% of R Squared's portfolio in Q2 2026, its #363 holding.
  • R Squared first reported a position in AES in Q3 2025 and has held it in 2 quarters since.
  • R Squared's AES position peaked at $187K in Q3 2025.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.