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Edgestream Partners’s AES AES Stock Holding History

Edgestream 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
Q4 		– Sell
-310,913
Closed -$4.09M – 932
2025
Q3 		$4.09M Sell
310,913
-246,102
-44% -$3.2M 0.12% 325
2025
Q2 		$5.86M Buy
557,015
+61,020
+12% +$653K 0.16% 248
2025
Q1 		$6.16M Buy
+495,995
New +$5.74M 0.21% 171
2024
Q4 		– Sell
-27,784
Closed -$557K – 839
2024
Q3 		$557K Buy
+27,784
New +$491K 0.02% 678
2024
Q1 		– Sell
-70,393
Closed -$1.36M – 790
2023
Q4 		$1.36M Buy
+70,393
New +$1.14M 0.1% 347
2022
Q4 		– Sell
-22,866
Closed -$517K – 492
2022
Q3 		$517K Sell
22,866
-39,178
-63% -$929K 0.04% 338
2022
Q2 		$1.3M Sell
62,044
-47,870
-44% -$1.04M 0.1% 276
2022
Q1 		$2.83M Buy
109,914
+91,057
+483% +$2.06M 0.23% 150
2021
Q4 		$458K Sell
18,857
-52,389
-74% -$1.27M 0.03% 399
2021
Q3 		$1.63M Buy
+71,246
New +$1.73M 0.1% 265
2020
Q3 		– Sell
-117,070
Closed -$1.7M – 284
2020
Q2 		$1.7M Buy
117,070
+89,872
+330% +$1.18M 0.09% 210
2020
Q1 		$370K Sell
27,198
-157,863
-85% -$2.83M 0.03% 267
2019
Q4 		$3.68M Sell
185,061
-525,701
-74% -$9.41M 0.19% 145
2019
Q3 		$11.6M Buy
710,762
+249,432
+54% +$4.02M 1.11% 22
2019
Q2 		$7.73M Buy
+461,330
New +$7.81M 0.87% 38
2018
Q2 		– Sell
-56,711
Closed -$645K – 257
2018
Q1 		$645K Buy
+56,711
New +$616K 0.13% 168

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Edgestream Partners's AES Position: Q4 2025 in Review

Edgestream Partners sold out of AES (AES) in Q4 2025, closing a stake of 310,913 shares — an estimated $4.09M sold.

Edgestream Partners first reported a position in AES in Q1 2018 and held it in 16 quarters. The position peaked at $11.6M in Q3 2019. 743 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Edgestream Partners reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 310,913 AES shares in Q4 2025, an estimated $4.09M.
  • Edgestream Partners first reported a position in AES in Q1 2018 and held it in 16 quarters.
  • Edgestream Partners's AES position peaked at $11.6M in Q3 2019.
  • 743 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.