Vontobel Holding
AES icon

Vontobel Holding’s AES AES Stock Holding History

Vontobel Holding’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 		$4.83M Sell
329,468
-376,328
-53% -$5.47M 0.02% 458
2026
Q1 		$9.94M Buy
705,796
+316,411
+81% +$4.71M 0.03% 267
2025
Q4 		$5.58M Sell
389,385
-42,951
-10% -$605K 0.02% 365
2025
Q3 		$5.69M Buy
432,336
+57,036
+15% +$741K 0.02% 360
2025
Q2 		$3.95M Sell
375,300
-14,542
-4% -$156K 0.01% 400
2025
Q1 		$4.84M Buy
389,842
+122,166
+46% +$1.41M 0.02% 322
2024
Q4 		$3.44M Sell
267,676
-12,642
-5% -$189K 0.01% 373
2024
Q3 		$5.62M Sell
280,318
-526,858
-65% -$9.32M 0.02% 303
2024
Q2 		$14.2M Buy
807,176
+389,222
+93% +$7.4M 0.05% 187
2024
Q1 		$7.49M Buy
+417,954
New +$6.98M 0.06% 244
2023
Q1 		– Sell
-7,291
Closed -$210K – 1064
2022
Q4 		$210K Sell
7,291
-23,044
-76% -$621K ﹤0.01% 986
2022
Q3 		$690K Sell
30,335
-6,533
-18% -$155K 0.01% 632
2022
Q2 		$751K Buy
36,868
+639
+2% +$13.9K 0.01% 610
2022
Q1 		$922K Sell
36,229
-1,050
-3% -$23.7K 0.01% 642
2021
Q4 		$901K Sell
37,279
-71,060
-66% -$1.73M 0.01% 662
2021
Q3 		$2.47M Buy
108,339
+16,452
+18% +$400K 0.02% 404
2021
Q2 		$2.42M Buy
91,887
+19,500
+27% +$515K 0.02% 400
2021
Q1 		$1.94M Sell
72,387
-824
-1% -$21.9K 0.01% 406
2020
Q4 		$2.03M Buy
+73,211
New +$1.52M 0.01% 405

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

Vontobel Holding's AES Position: Q2 2026 in Review

Vontobel Holding reduced its AES (AES) stake by 53% in Q2 2026, selling an estimated $5.47M and leaving 329,468 shares worth $4.83M. The position accounts for 0.02% of the portfolio, ranked #458.

Vontobel Holding first reported a position in AES in Q4 2020 and has held it in 19 quarters since. The position peaked at $14.2M in Q2 2024. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Vontobel Holding held 329,468 shares of AES worth $4.83M as of Q2 2026.
  • Vontobel Holding sold 376,328 AES shares in Q2 2026, an estimated $5.47M.
  • AES made up 0.02% of Vontobel Holding's portfolio in Q2 2026, its #458 holding.
  • Vontobel Holding first reported a position in AES in Q4 2020 and has held it in 19 quarters since.
  • Vontobel Holding's AES position peaked at $14.2M in Q2 2024.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.