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Beacon Capital Management LLC (Tennessee)’s AES AES Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-274
Closed -$2.89K – 158
2025
Q2 		$2.89K Buy
274
+98
+56% +$1.05K ﹤0.01% 842
2025
Q1 		$2.19K Hold
176
– – ﹤0.01% 927
2024
Q4 		$2.27K Hold
176
– – ﹤0.01% 874
2024
Q3 		$3.53K Buy
+176
New +$3.11K ﹤0.01% 889

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AES Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of AES (AES) in Q3 2025, closing a stake of 274 shares — an estimated $2.89K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AES in Q3 2024 and held it in 4 quarters. The position peaked at $3.53K in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 274 AES shares in Q3 2025, an estimated $2.89K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in AES in Q3 2024 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s AES position peaked at $3.53K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.