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
Q3 		$4.6M Sell
308,440
-21,028
-6% -$311K 0.02% 461
2026
Q2 		$4.83M Sell
329,468
-376,328
-53% -$5.47M 0.02% 458
2026
Q1 		$9.9M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Vontobel Holding's AES Position: Q3 2026 in Review

Vontobel Holding reduced its AES (AES) stake by 6.4% in Q3 2026, selling an estimated $311K and leaving 308,440 shares worth $4.6M. The position accounts for 0.02% of the portfolio, ranked #461.

Vontobel Holding first reported a position in AES in Q4 2020 and has held it in 20 quarters since. The position peaked at $14.2M in Q2 2024. 346 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • Vontobel Holding held 308,440 shares of AES worth $4.6M as of Q3 2026.
  • Vontobel Holding sold 21,028 AES shares in Q3 2026, an estimated $311K.
  • AES made up 0.02% of Vontobel Holding's portfolio in Q3 2026, its #461 holding.
  • Vontobel Holding first reported a position in AES in Q4 2020 and has held it in 20 quarters since.
  • Vontobel Holding's AES position peaked at $14.2M in Q2 2024.
  • 346 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.