Aspect Partners’s AES AES Stock Holding History

Aspect 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
2025 Q4	–	Sell	-820	Closed	-$10.8K	–	711
2025 Q3	$10.8K	Hold	820	–	–	﹤0.01%	293
2025 Q2	$8.63K	Hold	820	–	–	﹤0.01%	309
2025 Q1	$10.2K	Hold	820	–	–	0.01%	263
2024 Q4	$10.6K	Sell	820 -300	-27%	-$4.48K	0.01%	274
2024 Q3	$22.5K	Buy	1,120 +300	+37%	+$5.31K	0.01%	174
2024 Q2	$14.4K	Hold	820	–	–	0.01%	221
2024 Q1	$14.7K	Hold	820	–	–	0.01%	220
2023 Q4	$15.8K	Buy	+820	New	+$13.3K	0.01%	201

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aspect Partners's AES Position: Q4 2025 in Review

Aspect Partners sold out of AES (AES) in Q4 2025, closing a stake of 820 shares — an estimated $10.8K sold.

Aspect Partners first reported a position in AES in Q4 2023 and held it in 8 quarters. The position peaked at $22.5K in Q3 2024. 746 funds tracked by Wall St. Rank hold AES as of Q4 2025.

Aspect Partners reported no remaining AES position as of Q4 2025 after selling out during the quarter.
Aspect Partners sold 820 AES shares in Q4 2025, an estimated $10.8K.
Aspect Partners first reported a position in AES in Q4 2023 and held it in 8 quarters.
Aspect Partners's AES position peaked at $22.5K in Q3 2024.
746 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Aspect Partners's 13F filing for Q4 2025, filed 23 Jan 2026.