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Delta Investment Management’s AES AES Stock Holding History

Delta Investment 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
Q3 		– Sell
-158,581
Closed -$1.67M – 270
2025
Q2 		$1.67M Buy
+158,581
New +$1.7M 0.32% 61
2023
Q4 		– Sell
-13,878
Closed -$211K – 201
2023
Q3 		$211K Buy
13,878
+1,852
+15% +$35.3K 0.06% 165
2023
Q2 		$249K Sell
12,026
-332
-3% -$7.31K 0.07% 162
2023
Q1 		$298K Sell
12,358
-1,405
-10% -$35.7K 0.09% 135
2022
Q4 		$396K Buy
13,763
+870
+7% +$23.4K 0.13% 107
2022
Q3 		$291K Buy
+12,893
New +$306K 0.13% 121
2019
Q2 		– Sell
-131,126
Closed -$2.37M – 118
2019
Q1 		$2.37M Buy
+131,126
New +$2.2M 2.07% 18

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

Delta Investment Management's AES Position: Q3 2025 in Review

Delta Investment Management sold out of AES (AES) in Q3 2025, closing a stake of 158,581 shares — an estimated $1.67M sold.

Delta Investment Management first reported a position in AES in Q1 2019 and held it in 7 quarters. The position peaked at $2.37M in Q1 2019. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Delta Investment Management reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Delta Investment Management sold 158,581 AES shares in Q3 2025, an estimated $1.67M.
  • Delta Investment Management first reported a position in AES in Q1 2019 and held it in 7 quarters.
  • Delta Investment Management's AES position peaked at $2.37M in Q1 2019.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Delta Investment Management's 13F filing for Q3 2025, filed 20 Oct 2025.