Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-10,019
Closed -$105K – 334
2025
Q2
$105K Sell
10,019
-6,400
-39% -$68.5K 0.03% 333
2025
Q1
$204K Buy
16,419
+1,700
+12% +$19.7K 0.05% 349
2024
Q4
$189K Buy
14,719
+1,600
+12% +$23.9K 0.04% 352
2024
Q3
$263K Hold
13,119
– – 0.06% 289
2024
Q2
$231K Buy
+13,119
New +$249K 0.06% 295
2023
Q2
– Sell
-8,349
Closed -$201K – 289
2023
Q1
$201K Buy
8,349
+3
+0% +$76 0.06% 263
2022
Q4
$240K Buy
+8,346
New +$225K 0.08% 233
2022
Q2
– Sell
-8,336
Closed -$214K – 262
2022
Q1
$214K Buy
8,336
+4
+0% +$90 0.06% 244
2021
Q4
$202K Buy
8,332
+503
+6% +$12.2K 0.06% 251
2021
Q3
$204K Hold
7,829
– – 0.07% 223
2021
Q2
$204K Sell
7,829
-800
-9% -$21.1K 0.07% 224
2021
Q1
$231K Hold
8,629
– – 0.08% 204
2020
Q4
$203K Buy
+8,629
New +$179K 0.08% 202
2020
Q3
– Sell
-10,829
Closed -$157K – 210
2020
Q2
$157K Hold
10,829
– – 0.08% 185
2020
Q1
$147K Sell
10,829
-760
-7% -$13.6K 0.09% 158
2019
Q4
$231K Sell
11,589
-381
-3% -$6.82K 0.1% 179
2019
Q3
$196K Hold
11,970
– – 0.1% 199
2019
Q2
$201K Sell
11,970
-250
-2% -$4.24K 0.1% 200
2019
Q1
$221K Sell
12,220
-200
-2% -$3.36K 0.13% 175
2018
Q4
$180K Sell
12,420
-155
-1% -$2.33K 0.12% 171
2018
Q3
$176K Sell
12,575
-650
-5% -$8.75K 0.1% 188
2018
Q2
$177K Sell
13,225
-1,000
-7% -$12.3K 0.11% 181
2018
Q1
$162K Hold
14,225
– – 0.1% 183
2017
Q4
$154K Sell
14,225
-400
-3% -$4.33K 0.1% 183
2017
Q3
$161K Hold
14,625
– – 0.12% 166
2017
Q2
$162K Hold
14,625
– – 0.11% 171
2017
Q1
$164K Sell
14,625
-940
-6% -$10.7K 0.13% 152
2016
Q4
$182K Sell
15,565
-500
-3% -$5.87K 0.14% 153
2016
Q3
$207K Sell
16,065
-200
-1% -$2.49K 0.17% 150
2016
Q2
$203K Hold
16,265
– – 0.19% 142
2016
Q1
$192K Sell
16,265
-300
-2% -$2.99K 0.21% 131
2015
Q4
$159K Sell
16,565
-300
-2% -$3.01K 0.18% 126
2015
Q3
$183K Hold
16,865
– – 0.2% 137
2015
Q2
$222K Hold
16,865
– – 0.23% 123
2015
Q1
$224K Sell
16,865
-300
-2% -$3.76K 0.23% 125
2014
Q4
$206K Buy
+17,165
New +$234K 0.21% 136

Other funds holding AES

Diligent Investors's AES Position: Q3 2025 in Review

Diligent Investors sold out of AES (AES) in Q3 2025, closing a stake of 10,019 shares — an estimated $105K sold.

Diligent Investors first reported a position in AES in Q4 2014 and held it in 36 quarters. The position peaked at $263K in Q3 2024. 705 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Diligent Investors reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Diligent Investors sold 10,019 AES shares in Q3 2025, an estimated $105K.
  • Diligent Investors first reported a position in AES in Q4 2014 and held it in 36 quarters.
  • Diligent Investors's AES position peaked at $263K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Diligent Investors's 13F filing for Q3 2025, filed 14 Nov 2025.