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Sagewood Asset Management’s AES AES Stock Holding History

Sagewood Asset 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 		$755K Buy
51,507
+2,782
+6% +$40.4K 0.17% 104
2026
Q1 		$687K Buy
48,725
+2,364
+5% +$35.2K 0.22% 92
2025
Q4 		$665K Buy
+46,361
New +$653K 0.24% 76

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

Sagewood Asset Management's AES Position: Q2 2026 in Review

Sagewood Asset Management increased its AES (AES) stake by 5.7% in Q2 2026, buying an estimated $40.4K and bringing the position to 51,507 shares worth $755K. The position accounts for 0.17% of the portfolio, ranked #104.

Sagewood Asset Management first reported a position in AES in Q4 2025 and has held it in 3 quarters since. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Sagewood Asset Management held 51,507 shares of AES worth $755K as of Q2 2026.
  • Sagewood Asset Management bought 2,782 AES shares in Q2 2026, an estimated $40.4K.
  • AES made up 0.17% of Sagewood Asset Management's portfolio in Q2 2026, its #104 holding.
  • Sagewood Asset Management first reported a position in AES in Q4 2025 and has held it in 3 quarters since.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.