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Yaupon Capital Management’s AES AES Stock Holding History

Yaupon Capital 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
Q2 		$19.4M Sell
1,323,277
-1,072,663
-45% -$15.6M 0.38% 68
2026
Q1 		$33.8M Sell
2,395,940
-1,961,516
-45% -$29.2M 1.05% 30
2025
Q4 		$62.5M Sell
4,357,456
-2,765
-0.1% -$39K 2.26% 11
2025
Q3 		$57.4M Buy
4,360,221
+3,365,508
+338% +$43.7M 2.2% 7
2025
Q2 		$10.5M Buy
+994,713
New +$10.6M 0.47% 72
2024
Q3 		– Sell
-384,400
Closed -$6.75M – 93
2024
Q2 		$6.75M Sell
384,400
-396,560
-51% -$7.54M 0.34% 74
2024
Q1 		$14M Buy
780,960
+338,217
+76% +$5.65M 0.7% 47
2023
Q4 		$8.52M Sell
442,743
-119,738
-21% -$1.95M 0.71% 49
2023
Q3 		$8.55M Buy
+562,481
New +$10.7M 0.79% 51
2022
Q3 		– Sell
-59,678
Closed -$1.25M – 87
2022
Q2 		$1.25M Buy
+59,678
New +$1.3M 0.44% 47
2022
Q1 		– Sell
-48,641
Closed -$1.18M – 65
2021
Q4 		$1.18M Sell
48,641
-126,359
-72% -$3.07M 0.66% 45
2021
Q3 		$4M Buy
+175,000
New +$4.25M 2.35% 17

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

Yaupon Capital Management's AES Position: Q2 2026 in Review

Yaupon Capital Management reduced its AES (AES) stake by 45% in Q2 2026, selling an estimated $15.6M and leaving 1,323,277 shares worth $19.4M. The position accounts for 0.38% of the portfolio, ranked #68.

Yaupon Capital Management first reported a position in AES in Q3 2021 and has held it in 12 quarters since. The position peaked at $62.5M in Q4 2025. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Yaupon Capital Management held 1,323,277 shares of AES worth $19.4M as of Q2 2026.
  • Yaupon Capital Management sold 1,072,663 AES shares in Q2 2026, an estimated $15.6M.
  • AES made up 0.38% of Yaupon Capital Management's portfolio in Q2 2026, its #68 holding.
  • Yaupon Capital Management first reported a position in AES in Q3 2021 and has held it in 12 quarters since.
  • Yaupon Capital Management's AES position peaked at $62.5M in Q4 2025.
  • 704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.