Verus Capital Partners’s AES AES Stock Holding History

Verus Capital Partners’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	$298K	Sell	20,302 -10,997	-35%	-$160K	0.02%	390
2026 Q1	$441K	Buy	31,299 +129	+0.4%	+$1.92K	0.03%	286
2025 Q4	$447K	Sell	31,170 -14,600	-32%	-$206K	0.03%	286
2025 Q3	$602K	Buy	45,770 +12,250	+37%	+$159K	0.05%	208
2025 Q2	$353K	Buy	33,520 +21,540	+180%	+$231K	0.03%	267
2025 Q1	$149K	Buy	+11,980	New	+$139K	0.01%	361
2020 Q1	–	Sell	-1,000	Closed	-$20K	–	1472
2019 Q4	$20K	Buy	+1,000	New	+$17.9K	0.01%	900

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Verus Capital Partners's AES Position: Q2 2026 in Review

Verus Capital Partners reduced its AES (AES) stake by 35% in Q2 2026, selling an estimated $160K and leaving 20,302 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #390.

Verus Capital Partners first reported a position in AES in Q4 2019 and has held it in 7 quarters since. The position peaked at $602K in Q3 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Verus Capital Partners held 20,302 shares of AES worth $298K as of Q2 2026.
Verus Capital Partners sold 10,997 AES shares in Q2 2026, an estimated $160K.
AES made up 0.02% of Verus Capital Partners's portfolio in Q2 2026, its #390 holding.
Verus Capital Partners first reported a position in AES in Q4 2019 and has held it in 7 quarters since.
Verus Capital Partners's AES position peaked at $602K in Q3 2025.
706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.