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Rothschild Investment LLC’s AES AES Stock Holding History

Rothschild Investment LLC’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 		$958K Buy
65,374
+63,945
+4,475% +$929K 0.04% 430
2026
Q1 		$20.1K Buy
1,429
+33
+2% +$491 ﹤0.01% 1410
2025
Q4 		$20K Buy
1,396
+140
+11% +$1.97K ﹤0.01% 1319
2025
Q3 		$16.5K Buy
1,256
+145
+13% +$1.88K ﹤0.01% 1288
2025
Q2 		$11.7K Sell
1,111
-2,484
-69% -$26.6K ﹤0.01% 1170
2025
Q1 		$44.6K Buy
3,595
+2,523
+235% +$29.2K ﹤0.01% 798
2024
Q4 		$13.8K Buy
1,072
+7
+0.7% +$105 ﹤0.01% 1093
2024
Q3 		$21.4K Sell
1,065
-506
-32% -$8.95K ﹤0.01% 988
2024
Q2 		$27.6K Sell
1,571
-21,304
-93% -$405K ﹤0.01% 899
2024
Q1 		$410K Sell
22,875
-375
-2% -$6.27K 0.03% 355
2023
Q4 		$448K Buy
23,250
+1,025
+5% +$16.7K 0.04% 295
2023
Q3 		$338K Buy
+22,225
New +$423K 0.03% 364
2020
Q3 		– Sell
-26,300
Closed -$381K – 434
2020
Q2 		$381K Buy
+26,300
New +$346K 0.05% 280

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

Rothschild Investment LLC's AES Position: Q2 2026 in Review

Rothschild Investment LLC increased its AES (AES) stake by 4,475% in Q2 2026, buying an estimated $929K and bringing the position to 65,374 shares worth $958K. The position accounts for 0.04% of the portfolio, ranked #430.

Rothschild Investment LLC first reported a position in AES in Q2 2020 and has held it in 13 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Rothschild Investment LLC held 65,374 shares of AES worth $958K as of Q2 2026.
  • Rothschild Investment LLC bought 63,945 AES shares in Q2 2026, an estimated $929K.
  • AES made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #430 holding.
  • Rothschild Investment LLC first reported a position in AES in Q2 2020 and has held it in 13 quarters since.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.