Boxwood Ventures’s AES AES Stock Holding History

Boxwood Ventures’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 Q2	–	Sell	-26,243	Closed	-$326K	–	31
2025 Q1	$326K	Buy	+26,243	New	+$304K	0.47%	28

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

OAG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Boxwood Ventures's AES Position: Q2 2025 in Review

Boxwood Ventures sold out of AES (AES) in Q2 2025, closing a stake of 26,243 shares — an estimated $326K sold.

Boxwood Ventures first reported a position in AES in Q1 2025 and held it in 1 quarter. The position peaked at $326K in Q1 2025. 683 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Boxwood Ventures reported no remaining AES position as of Q2 2025 after selling out during the quarter.
Boxwood Ventures sold 26,243 AES shares in Q2 2025, an estimated $326K.
Boxwood Ventures first reported a position in AES in Q1 2025 and held it in 1 quarter.
Boxwood Ventures's AES position peaked at $326K in Q1 2025.
683 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Boxwood Ventures's 13F filing for Q2 2025, filed 12 Aug 2025.