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Edgemoor Investment Advisors’s AES AES Stock Holding History

Edgemoor Investment Advisors’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
Q1 		– Sell
-222,853
Closed -$2.87M – 162
2024
Q4 		$2.87M Sell
222,853
-28,967
-12% -$433K 0.25% 59
2024
Q3 		$5.05M Sell
251,820
-10,838
-4% -$192K 0.44% 49
2024
Q2 		$4.61M Sell
262,658
-31,000
-11% -$589K 0.43% 49
2024
Q1 		$5.27M Buy
+293,658
New +$4.91M 0.5% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgemoor Investment Advisors's AES Position: Q1 2025 in Review

Edgemoor Investment Advisors sold out of AES (AES) in Q1 2025, closing a stake of 222,853 shares — an estimated $2.87M sold.

Edgemoor Investment Advisors first reported a position in AES in Q1 2024 and held it in 4 quarters. The position peaked at $5.27M in Q1 2024. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • Edgemoor Investment Advisors reported no remaining AES position as of Q1 2025 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 222,853 AES shares in Q1 2025, an estimated $2.87M.
  • Edgemoor Investment Advisors first reported a position in AES in Q1 2024 and held it in 4 quarters.
  • Edgemoor Investment Advisors's AES position peaked at $5.27M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.