Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
13,144
+1,957
+17% +$20.9K 0.01% 520
2025
Q1
$139K Buy
+11,187
New +$129K 0.01% 501
2024
Q1
Sell
-11,116
Closed -$214K 457
2023
Q4
$214K Buy
+11,116
New +$181K 0.02% 408

Other funds holding AES

Graypoint LLC's AES Position: Q2 2025 in Review

Graypoint LLC increased its AES (AES) stake by 17% in Q2 2025, buying an estimated $20.9K and bringing the position to 13,144 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #520.

Graypoint LLC first reported a position in AES in Q4 2023 and has held it in 3 quarters since. The position peaked at $214K in Q4 2023. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Graypoint LLC held 13,144 shares of AES worth $138K as of Q2 2025.
  • Graypoint LLC bought 1,957 AES shares in Q2 2025, an estimated $20.9K.
  • AES made up 0.01% of Graypoint LLC's portfolio in Q2 2025, its #520 holding.
  • Graypoint LLC first reported a position in AES in Q4 2023 and has held it in 3 quarters since.
  • Graypoint LLC's AES position peaked at $214K in Q4 2023.
  • 682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.