V-Square Quantitative Management’s AES AES Stock Holding History

V-Square Quantitative Management’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 Q3	$342K	Buy	22,980 +2,474	+12%	+$36.5K	0.03%	454
2026 Q2	$301K	Buy	20,506 +97	+0.5%	+$1.41K	0.03%	465
2026 Q1	$288K	Buy	20,409 +654	+3%	+$9.7K	0.03%	445
2025 Q4	$283K	Sell	19,755 -2,395	-11%	-$33.8K	0.03%	452
2025 Q3	$291K	Buy	22,150 +689	+3%	+$8.95K	0.05%	165
2025 Q2	$226K	Buy	21,461 +5,560	+35%	+$59.5K	0.03%	498
2025 Q1	$197K	Hold	15,901	–	–	0.03%	501
2024 Q4	$205K	Buy	15,901 +4,961	+45%	+$74.1K	0.03%	500
2024 Q3	$219K	Hold	10,940	–	–	0.03%	504
2024 Q2	$192K	Sell	10,940 -412	-4%	-$7.83K	0.03%	505
2024 Q1	$204K	Hold	11,352	–	–	0.03%	490
2023 Q4	$219K	Hold	11,352	–	–	0.04%	412
2023 Q3	$173K	Buy	+11,352	New	+$216K	0.08%	448

Other funds holding AES

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return

V-Square Quantitative Management's AES Position: Q3 2026 in Review

V-Square Quantitative Management increased its AES (AES) stake by 12% in Q3 2026, buying an estimated $36.5K and bringing the position to 22,980 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #454.

V-Square Quantitative Management first reported a position in AES in Q3 2023 and has held it in 13 quarters since. 89 funds tracked by Wall St. Rank hold AES as of Q3 2026.

V-Square Quantitative Management held 22,980 shares of AES worth $342K as of Q3 2026.
V-Square Quantitative Management bought 2,474 AES shares in Q3 2026, an estimated $36.5K.
AES made up 0.03% of V-Square Quantitative Management's portfolio in Q3 2026, its #454 holding.
V-Square Quantitative Management first reported a position in AES in Q3 2023 and has held it in 13 quarters since.
89 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.