Y-Intercept (HK)’s AES AES Stock Holding History

Y-Intercept (HK)’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	$3.8M	Sell	259,274 -293,499	-53%	-$4.26M	0.08%	376
2026 Q1	$7.79M	Buy	552,773 +241,164	+77%	+$3.59M	0.15%	169
2025 Q4	$4.47M	Buy	311,609 +57,075	+22%	+$804K	0.1%	267
2025 Q3	$3.35M	Buy	+254,534	New	+$3.31M	0.08%	357
2025 Q2	–	Sell	-101,596	Closed	-$1.26M	–	1601
2025 Q1	$1.26M	Buy	+101,596	New	+$1.18M	0.09%	327
2024 Q4	–	Sell	-85,416	Closed	-$1.71M	–	1133
2024 Q3	$1.71M	Buy	85,416 +59,513	+230%	+$1.05M	0.1%	252
2024 Q2	$455K	Buy	+25,903	New	+$493K	0.02%	854
2023 Q4	–	Sell	-177,924	Closed	-$2.7M	–	1189
2023 Q3	$2.7M	Buy	+177,924	New	+$3.39M	0.26%	85
2022 Q4	–	Sell	-69,216	Closed	-$1.56M	–	958
2022 Q3	$1.56M	Buy	+69,216	New	+$1.64M	0.16%	198
2022 Q2	–	Sell	-15,771	Closed	-$406K	–	835
2022 Q1	$406K	Sell	15,771 -4,109	-21%	-$92.9K	0.09%	345
2021 Q4	$483K	Buy	+19,880	New	+$483K	0.11%	261
2021 Q2	–	Sell	-32,093	Closed	-$863K	–	601
2021 Q1	$863K	Buy	+32,093	New	+$854K	0.23%	126

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

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Y-Intercept (HK)'s AES Position: Q2 2026 in Review

Y-Intercept (HK) reduced its AES (AES) stake by 53% in Q2 2026, selling an estimated $4.26M and leaving 259,274 shares worth $3.8M. The position accounts for 0.08% of the portfolio, ranked #376.

Y-Intercept (HK) first reported a position in AES in Q1 2021 and has held it in 12 quarters since. The position peaked at $7.79M in Q1 2026. 87 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Y-Intercept (HK) held 259,274 shares of AES worth $3.8M as of Q2 2026.
Y-Intercept (HK) sold 293,499 AES shares in Q2 2026, an estimated $4.26M.
AES made up 0.08% of Y-Intercept (HK)'s portfolio in Q2 2026, its #376 holding.
Y-Intercept (HK) first reported a position in AES in Q1 2021 and has held it in 12 quarters since.
Y-Intercept (HK)'s AES position peaked at $7.79M in Q1 2026.
87 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.