Union Bancaire Privee’s AES AES Stock Holding History

Union Bancaire Privee’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	$791K	Buy	70,992 +7,193	+11%	+$105K	0.01%	312
2026 Q1	$688K	Sell	63,799 -73,883	-54%	-$1.1M	0.01%	325
2025 Q4	$1.73M	Buy	137,682 +90,250	+190%	+$1.27M	0.02%	245
2025 Q3	$546K	Buy	47,432 +21,560	+83%	+$280K	0.01%	312
2025 Q2	$242K	Sell	25,872 -29,241	-53%	-$313K	﹤0.01%	361
2025 Q1	$636K	Sell	55,113 -77,080	-58%	-$892K	0.01%	294
2024 Q4	$1.59M	Buy	+132,193	New	+$1.97M	0.03%	235

Other funds holding AES

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Union Bancaire Privee's AES Position: Q2 2026 in Review

Union Bancaire Privee increased its AES (AES) stake by 11% in Q2 2026, buying an estimated $105K and bringing the position to 70,992 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #312.

Union Bancaire Privee first reported a position in AES in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2025. 107 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Union Bancaire Privee held 70,992 shares of AES worth $791K as of Q2 2026.
Union Bancaire Privee bought 7,193 AES shares in Q2 2026, an estimated $105K.
AES made up 0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #312 holding.
Union Bancaire Privee first reported a position in AES in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's AES position peaked at $1.73M in Q4 2025.
107 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.