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Evelyn Partners Investment Management’s AES AES Stock Holding History

Evelyn Partners 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
-880
Closed -$10.9K – 416
2025
Q1 		$10.9K Hold
880
– – ﹤0.01% 351
2024
Q4 		$11.3K Buy
+880
New +$13.1K ﹤0.01% 350

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

Evelyn Partners Investment Management's AES Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of AES (AES) in Q2 2025, closing a stake of 880 shares — an estimated $10.9K sold.

Evelyn Partners Investment Management first reported a position in AES in Q4 2024 and held it in 2 quarters. The position peaked at $11.3K in Q4 2024. 683 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 880 AES shares in Q2 2025, an estimated $10.9K.
  • Evelyn Partners Investment Management first reported a position in AES in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management's AES position peaked at $11.3K in Q4 2024.
  • 683 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.