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Freestone Grove Partners’s AES AES Stock Holding History

Freestone Grove 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
Q3 		– Sell
-40,476
Closed -$426K – 685
2025
Q2 		$426K Sell
40,476
-8,767
-18% -$93.8K ﹤0.01% 548
2025
Q1 		$612K Sell
49,243
-24,461
-33% -$283K 0.01% 389
2024
Q4 		$949K Buy
+73,704
New +$1.1M 0.01% 301

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Freestone Grove Partners's AES Position: Q3 2025 in Review

Freestone Grove Partners sold out of AES (AES) in Q3 2025, closing a stake of 40,476 shares — an estimated $426K sold.

Freestone Grove Partners first reported a position in AES in Q4 2024 and held it in 3 quarters. The position peaked at $949K in Q4 2024. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Freestone Grove Partners reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 40,476 AES shares in Q3 2025, an estimated $426K.
  • Freestone Grove Partners first reported a position in AES in Q4 2024 and held it in 3 quarters.
  • Freestone Grove Partners's AES position peaked at $949K in Q4 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Freestone Grove Partners's 13F filing for Q3 2025, filed 14 Nov 2025.