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Duff & Phelps Investment Management’s AES AES Stock Holding History

Duff & Phelps 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
Q2 		– Sell
-35,536
Closed -$441K – 155
2025
Q1 		$441K Sell
35,536
-5,434
-13% -$62.9K 0.01% 145
2024
Q4 		$527K Buy
40,970
+3,759
+10% +$56.1K 0.01% 143
2024
Q3 		$746K Buy
37,211
+3,151
+9% +$55.7K 0.01% 139
2024
Q2 		$598K Sell
34,060
-32,594
-49% -$620K 0.01% 172
2024
Q1 		$1.2M Buy
66,654
+5,662
+9% +$94.6K 0.01% 201
2023
Q4 		$1.17M Buy
60,992
+32,168
+112% +$523K 0.01% 200
2023
Q3 		$438K Buy
28,824
+8,670
+43% +$165K 0.01% 234
2023
Q2 		$418K Buy
20,154
+7,034
+54% +$155K 0.01% 231
2023
Q1 		$316K Buy
+13,120
New +$333K ﹤0.01% 239

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Duff & Phelps Investment Management's AES Position: Q2 2025 in Review

Duff & Phelps Investment Management sold out of AES (AES) in Q2 2025, closing a stake of 35,536 shares — an estimated $441K sold.

Duff & Phelps Investment Management first reported a position in AES in Q1 2023 and held it in 9 quarters. The position peaked at $1.2M in Q1 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Duff & Phelps Investment Management reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 35,536 AES shares in Q2 2025, an estimated $441K.
  • Duff & Phelps Investment Management first reported a position in AES in Q1 2023 and held it in 9 quarters.
  • Duff & Phelps Investment Management's AES position peaked at $1.2M in Q1 2024.
  • 682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.