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UMB Bank’s AES AES Stock Holding History

UMB Bank’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 		$123K Sell
8,377
-91,474
-92% -$1.33M ﹤0.01% 947
2026
Q1 		$1.41M Buy
99,851
+229
+0.2% +$3.41K 0.02% 312
2025
Q4 		$1.43M Buy
99,622
+714
+0.7% +$10.1K 0.02% 309
2025
Q3 		$1.3M Buy
98,908
+17,704
+22% +$230K 0.02% 298
2025
Q2 		$854K Buy
81,204
+4,399
+6% +$47.1K 0.01% 345
2025
Q1 		$954K Sell
76,805
-172
-0.2% -$1.99K 0.02% 330
2024
Q4 		$991K Buy
76,977
+75,509
+5,144% +$1.13M 0.02% 324
2024
Q3 		$29.4K Sell
1,468
-308
-17% -$5.45K ﹤0.01% 1056
2024
Q2 		$31.2K Buy
1,776
+898
+102% +$17.1K ﹤0.01% 932
2024
Q1 		$15.7K Hold
878
– – ﹤0.01% 1167
2023
Q4 		$16.9K Buy
878
+470
+115% +$7.64K ﹤0.01% 1126
2023
Q3 		$6.2K Sell
408
-25
-6% -$476 ﹤0.01% 1381
2023
Q2 		$8.98K Hold
433
– – ﹤0.01% 1320
2023
Q1 		$10.4K Sell
433
-143
-25% -$3.63K ﹤0.01% 1277
2022
Q4 		$17K Hold
576
– – ﹤0.01% 1144
2022
Q3 		$13K Sell
576
-20
-3% -$474 ﹤0.01% 1223
2022
Q2 		$13K Hold
596
– – ﹤0.01% 1302
2022
Q1 		$15K Hold
596
– – ﹤0.01% 1336
2021
Q4 		$14K Buy
+596
New +$14.5K ﹤0.01% 1354

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 $3.37T AUM 44.26% 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

UMB Bank's AES Position: Q2 2026 in Review

UMB Bank reduced its AES (AES) stake by 92% in Q2 2026, selling an estimated $1.33M and leaving 8,377 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

UMB Bank first reported a position in AES in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2025. 702 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • UMB Bank held 8,377 shares of AES worth $123K as of Q2 2026.
  • UMB Bank sold 91,474 AES shares in Q2 2026, an estimated $1.33M.
  • AES made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #947 holding.
  • UMB Bank first reported a position in AES in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's AES position peaked at $1.43M in Q4 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.