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Foundry Partners’s AES AES Stock Holding History

Foundry 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
Q1 		$16.8M Buy
1,349,118
+382,843
+40% +$4.43M 0.89% 36
2024
Q4 		$12.4M Sell
966,275
-9,224
-0.9% -$138K 0.63% 45
2024
Q3 		$19.6M Buy
975,499
+185,873
+24% +$3.29M 0.97% 25
2024
Q2 		$13.9M Sell
789,626
-148,780
-16% -$2.83M 0.74% 38
2024
Q1 		$16.8M Buy
938,406
+28,742
+3% +$480K 0.9% 33
2023
Q4 		$17.5M Buy
909,664
+352,063
+63% +$5.73M 1.05% 22
2023
Q3 		$8.48M Buy
557,601
+128,987
+30% +$2.46M 0.53% 50
2023
Q2 		$8.89M Sell
428,614
-569,643
-57% -$12.5M 0.54% 53
2023
Q1 		$24M Sell
998,257
-437,805
-30% -$11.1M 1.52% 8
2022
Q4 		$41.3M Buy
1,436,062
+81,410
+6% +$2.19M 2.28% 2
2022
Q3 		$30.6M Buy
1,354,652
+56,225
+4% +$1.33M 1.93% 5
2022
Q2 		$27.3M Buy
1,298,427
+327,430
+34% +$7.14M 1.64% 7
2022
Q1 		$25M Sell
970,997
-20,375
-2% -$461K 1.27% 23
2021
Q4 		$24.1M Buy
991,372
+247,210
+33% +$6.01M 0.85% 25
2021
Q3 		$17M Sell
744,162
-100,275
-12% -$2.44M 0.61% 57
2021
Q2 		$22M Sell
844,437
-13,625
-2% -$360K 0.75% 29
2021
Q1 		$23M Sell
858,062
-212,893
-20% -$5.66M 0.76% 26
2020
Q4 		$25.2M Buy
1,070,955
+142,380
+15% +$2.96M 0.99% 8
2020
Q3 		$16.8M Sell
928,575
-109,738
-11% -$1.83M 0.81% 22
2020
Q2 		$15M Sell
1,038,313
-95,340
-8% -$1.25M 0.73% 32
2020
Q1 		$15.4M Buy
1,133,653
+260,549
+30% +$4.67M 0.87% 20
2019
Q4 		$17.4M Buy
873,104
+6,614
+0.8% +$118K 0.65% 41
2019
Q3 		$14.2M Buy
+866,490
New +$14M 0.58% 51
2014
Q4 		– Sell
-588,837
Closed -$8.35M – 243
2014
Q3 		$8.35M Buy
588,837
+38,420
+7% +$571K 0.77% 51
2014
Q2 		$8.56M Buy
550,417
+290,825
+112% +$4.18M 0.79% 50
2014
Q1 		$3.71M Sell
259,592
-11,294
-4% -$159K 0.35% 102
2013
Q4 		$3.93M Buy
+270,886
New +$3.86M 0.35% 100

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

Foundry Partners's AES Position: Q1 2025 in Review

Foundry Partners increased its AES (AES) stake by 40% in Q1 2025, buying an estimated $4.43M and bringing the position to 1,349,118 shares worth $16.8M. The position accounts for 0.89% of the portfolio, ranked #36.

Foundry Partners first reported a position in AES in Q4 2013 and has held it in 27 quarters since. The position peaked at $41.3M in Q4 2022. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • Foundry Partners held 1,349,118 shares of AES worth $16.8M as of Q1 2025.
  • Foundry Partners bought 382,843 AES shares in Q1 2025, an estimated $4.43M.
  • AES made up 0.89% of Foundry Partners's portfolio in Q1 2025, its #36 holding.
  • Foundry Partners first reported a position in AES in Q4 2013 and has held it in 27 quarters since.
  • Foundry Partners's AES position peaked at $41.3M in Q4 2022.
  • 696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.