Aventail Capital Group’s AES AES Stock Holding History

Aventail Capital Group’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 Q3	–	Sell	-1,430,000	Closed	-$15M	–	144
2025 Q2	$15M	Buy	+1,430,000	New	+$15.3M	0.66%	48

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aventail Capital Group's AES Position: Q4 2025 in Review

Aventail Capital Group sold out of AES (AES) in Q4 2025, closing a stake of 147,705 shares — an estimated $1.94M sold.

Aventail Capital Group first reported a position in AES in Q4 2021 and held it in 8 quarters. The position peaked at $10.5M in Q1 2022. 743 funds tracked by Wall St. Rank hold AES as of Q4 2025.

Aventail Capital Group reported no remaining AES position as of Q4 2025 after selling out during the quarter.
Aventail Capital Group sold 147,705 AES shares in Q4 2025, an estimated $1.94M.
Aventail Capital Group first reported a position in AES in Q4 2021 and held it in 8 quarters.
Aventail Capital Group's AES position peaked at $10.5M in Q1 2022.
743 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Aventail Capital Group's 13F filing for Q4 2025, filed 17 Feb 2026.