Evanson Asset Management’s AES AES Stock Holding History

Evanson Asset 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 Q1	–	Sell	-13,500	Closed	-$174K	–	308
2024 Q4	$174K	Hold	13,500	–	–	0.01%	298
2024 Q3	$271K	Hold	13,500	–	–	0.02%	262
2024 Q2	$237K	Hold	13,500	–	–	0.02%	271
2024 Q1	$242K	Hold	13,500	–	–	0.02%	266
2023 Q4	$260K	Hold	13,500	–	–	0.02%	249
2023 Q3	$205K	Buy	+13,500	New	+$257K	0.02%	262

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evanson Asset Management's AES Position: Q1 2025 in Review

Evanson Asset Management sold out of AES (AES) in Q1 2025, closing a stake of 13,500 shares — an estimated $174K sold.

Evanson Asset Management first reported a position in AES in Q3 2023 and held it in 6 quarters. The position peaked at $271K in Q3 2024. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Evanson Asset Management reported no remaining AES position as of Q1 2025 after selling out during the quarter.
Evanson Asset Management sold 13,500 AES shares in Q1 2025, an estimated $174K.
Evanson Asset Management first reported a position in AES in Q3 2023 and held it in 6 quarters.
Evanson Asset Management's AES position peaked at $271K in Q3 2024.
696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Evanson Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.