Susquehanna Fundamental Investments’s AES AES Stock Holding History

Susquehanna Fundamental Investments’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	–	Sell	-638,261	Closed	-$9.15M	–	473
2025 Q4	$9.15M	Hold	638,261	–	–	0.31%	93
2025 Q3	$8.4M	Hold	638,261	–	–	0.33%	76
2025 Q2	$6.71M	Hold	638,261	–	–	0.18%	162
2025 Q1	$7.93M	Buy	+638,261	New	+$7.38M	0.11%	236
2021 Q4	–	Sell	-392,202	Closed	-$8.95M	–	1408
2021 Q3	$8.95M	Sell	392,202 -135,997	-26%	-$3.3M	0.16%	154
2021 Q2	$13.8M	Sell	528,199 -82,013	-13%	-$2.17M	0.25%	83
2021 Q1	$16.4M	Sell	610,212 -34,288	-5%	-$912K	0.28%	72
2020 Q4	$15.1M	Buy	644,500 +511,740	+385%	+$10.6M	0.28%	78
2020 Q3	$2.4M	Sell	132,760 -104,104	-44%	-$1.74M	0.07%	381
2020 Q2	$3.43M	Sell	236,864 -204,400	-46%	-$2.69M	0.16%	155
2020 Q1	$6M	Buy	441,264 +335,664	+318%	+$6.02M	1.2%	13
2019 Q4	$2.1M	Buy	105,600 +800	+0.8%	+$14.3K	0.28%	114
2019 Q3	$1.71M	Buy	104,800 +17,600	+20%	+$283K	0.21%	141
2019 Q2	$1.46M	Sell	87,200 -640,251	-88%	-$10.8M	0.17%	154
2019 Q1	$13.2M	Hold	727,451	–	–	1.5%	3
2018 Q4	$10.5M	Hold	727,451	–	–	1.84%	4
2018 Q3	$10.2M	Hold	727,451	–	–	1.73%	4
2018 Q2	$9.76M	Buy	+727,451	New	+$8.96M	1.45%	4

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Susquehanna Fundamental Investments's AES Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of AES (AES) in Q1 2026, closing a stake of 638,261 shares — an estimated $9.15M sold.

Susquehanna Fundamental Investments first reported a position in AES in Q2 2018 and held it in 18 quarters. The position peaked at $16.4M in Q1 2021. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Susquehanna Fundamental Investments reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Susquehanna Fundamental Investments sold 638,261 AES shares in Q1 2026, an estimated $9.15M.
Susquehanna Fundamental Investments first reported a position in AES in Q2 2018 and held it in 18 quarters.
Susquehanna Fundamental Investments's AES position peaked at $16.4M in Q1 2021.
750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.