Coston McIsaac & Partners’s AES AES Stock Holding History

Coston McIsaac & 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 Q2	–	Sell	-283	Closed	-$3K	–	753
2025 Q1	$3K	Hold	283	–	–	﹤0.01%	635
2024 Q4	$3K	Hold	283	–	–	﹤0.01%	636
2024 Q3	$5K	Hold	283	–	–	﹤0.01%	591
2024 Q2	$4K	Hold	283	–	–	﹤0.01%	584
2024 Q1	$5K	Hold	283	–	–	﹤0.01%	558
2023 Q4	$5K	Hold	283	–	–	﹤0.01%	556
2023 Q3	$4K	Hold	283	–	–	﹤0.01%	578
2023 Q2	$5K	Hold	283	–	–	﹤0.01%	594
2023 Q1	$6K	Hold	283	–	–	﹤0.01%	557
2022 Q4	$8K	Hold	283	–	–	﹤0.01%	518
2022 Q3	$6K	Hold	283	–	–	﹤0.01%	480
2022 Q2	$6K	Buy	+283	New	+$6.17K	﹤0.01%	323

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

OAG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Coston McIsaac & Partners's AES Position: Q2 2025 in Review

Coston McIsaac & Partners sold out of AES (AES) in Q2 2025, closing a stake of 283 shares — an estimated $3K sold.

Coston McIsaac & Partners first reported a position in AES in Q2 2022 and held it in 12 quarters. The position peaked at $8K in Q4 2022. 684 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Coston McIsaac & Partners reported no remaining AES position as of Q2 2025 after selling out during the quarter.
Coston McIsaac & Partners sold 283 AES shares in Q2 2025, an estimated $3K.
Coston McIsaac & Partners first reported a position in AES in Q2 2022 and held it in 12 quarters.
Coston McIsaac & Partners's AES position peaked at $8K in Q4 2022.
684 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Coston McIsaac & Partners's 13F filing for Q2 2025, filed 12 Aug 2025.