SummitTX Capital’s AES AES Stock Holding History

SummitTX Capital’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	$10.9M	Buy	742,983 +160,139	+27%	+$2.33M	0.28%	78
2026 Q1	$8.21M	Buy	582,844 +518,285	+803%	+$7.72M	0.26%	88
2025 Q4	$926K	Buy	64,559 +53,080	+462%	+$748K	0.03%	432
2025 Q3	$151K	Buy	+11,479	New	+$149K	0.01%	712
2025 Q2	–	Sell	-41,517	Closed	-$516K	–	726
2025 Q1	$516K	Buy	+41,517	New	+$480K	0.02%	545

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SummitTX Capital's AES Position: Q2 2026 in Review

SummitTX Capital increased its AES (AES) stake by 27% in Q2 2026, buying an estimated $2.33M and bringing the position to 742,983 shares worth $10.9M. The position accounts for 0.28% of the portfolio, ranked #78.

SummitTX Capital first reported a position in AES in Q1 2025 and has held it in 5 quarters since. 703 funds tracked by Wall St. Rank hold AES as of Q2 2026.

SummitTX Capital held 742,983 shares of AES worth $10.9M as of Q2 2026.
SummitTX Capital bought 160,139 AES shares in Q2 2026, an estimated $2.33M.
AES made up 0.28% of SummitTX Capital's portfolio in Q2 2026, its #78 holding.
SummitTX Capital first reported a position in AES in Q1 2025 and has held it in 5 quarters since.
703 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.