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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

SummitTX Capital's AES Position: Q1 2026 in Review

SummitTX Capital increased its AES (AES) stake by 803% in Q1 2026, buying an estimated $7.72M and bringing the position to 582,844 shares worth $8.21M. The position accounts for 0.26% of the portfolio, ranked #88.

SummitTX Capital first reported a position in AES in Q1 2025 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • SummitTX Capital held 582,844 shares of AES worth $8.21M as of Q1 2026.
  • SummitTX Capital bought 518,285 AES shares in Q1 2026, an estimated $7.72M.
  • AES made up 0.26% of SummitTX Capital's portfolio in Q1 2026, its #88 holding.
  • SummitTX Capital first reported a position in AES in Q1 2025 and has held it in 4 quarters since.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.