Beaumont Asset Management’s AES AES Stock Holding History

Beaumont Asset 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
2025 Q1	–	Sell	-37,260	Closed	-$480K	–	70
2024 Q4	$480K	Buy	+37,260	New	+$556K	0.28%	49

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

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

OAG

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

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

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

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

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

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

Beaumont Asset Management's AES Position: Q1 2025 in Review

Beaumont Asset Management sold out of AES (AES) in Q1 2025, closing a stake of 37,260 shares — an estimated $480K sold.

Beaumont Asset Management first reported a position in AES in Q4 2024 and held it in 1 quarter. The position peaked at $480K in Q4 2024. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Beaumont Asset Management reported no remaining AES position as of Q1 2025 after selling out during the quarter.
Beaumont Asset Management sold 37,260 AES shares in Q1 2025, an estimated $480K.
Beaumont Asset Management first reported a position in AES in Q4 2024 and held it in 1 quarter.
Beaumont Asset Management's AES position peaked at $480K in Q4 2024.
696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Beaumont Asset Management's 13F filing for Q1 2025, filed 8 May 2025.