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Fulcrum Capital’s AES AES Stock Holding History

Fulcrum Capital’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
-30,690
Closed -$381K – 100
2025
Q1 		$381K Sell
30,690
-342
-1% -$3.96K 0.08% 72
2024
Q4 		$399K Sell
31,032
-52
-0.2% -$777 0.08% 76
2024
Q3 		$624K Buy
31,084
+50
+0.2% +$884 0.14% 56
2024
Q2 		$545K Buy
31,034
+1,629
+6% +$31K 0.12% 58
2024
Q1 		$527K Buy
29,405
+2,152
+8% +$36K 0.13% 64
2023
Q4 		$525K Sell
27,253
-1,027
-4% -$16.7K 0.14% 62
2023
Q3 		$430K Sell
28,280
-1,171
-4% -$22.3K 0.12% 65
2023
Q2 		$611K Sell
29,451
-2,368
-7% -$52.1K 0.16% 59
2023
Q1 		$766K Sell
31,819
-5,178
-14% -$132K 0.21% 55
2022
Q4 		$1.06M Sell
36,997
-5,943
-14% -$160K 0.31% 51
2022
Q3 		$970K Sell
42,940
-2,150
-5% -$51K 0.29% 52
2022
Q2 		$947K Buy
+45,090
New +$984K 0.3% 46

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fulcrum Capital's AES Position: Q2 2025 in Review

Fulcrum Capital sold out of AES (AES) in Q2 2025, closing a stake of 30,690 shares — an estimated $381K sold.

Fulcrum Capital first reported a position in AES in Q2 2022 and held it in 12 quarters. The position peaked at $1.06M in Q4 2022. 684 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Fulcrum Capital reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Fulcrum Capital sold 30,690 AES shares in Q2 2025, an estimated $381K.
  • Fulcrum Capital first reported a position in AES in Q2 2022 and held it in 12 quarters.
  • Fulcrum Capital's AES position peaked at $1.06M in Q4 2022.
  • 684 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Fulcrum Capital's 13F filing for Q2 2025, filed 24 Jul 2025.