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HM Payson & Co’s AES AES Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-28
Closed -$369 – 1146
2025
Q3 		$369 Buy
+28
New +$364 ﹤0.01% 1070
2024
Q4 		– Sell
-97
Closed -$1.95K – 1034
2024
Q3 		$1.95K Buy
+97
New +$1.72K ﹤0.01% 971
2023
Q1 		– Sell
-121
Closed -$3.48K – 1023
2022
Q4 		$3.48K Buy
121
+61
+102% +$1.64K ﹤0.01% 828
2022
Q3 		$1K Hold
60
– – ﹤0.01% 936
2022
Q2 		$1K Hold
60
– – ﹤0.01% 983
2022
Q1 		$2K Hold
60
– – ﹤0.01% 961
2021
Q4 		$1K Hold
60
– – ﹤0.01% 1031
2021
Q3 		$1K Hold
60
– – ﹤0.01% 1026
2021
Q2 		$2K Hold
60
– – ﹤0.01% 976
2021
Q1 		$2K Buy
+60
New +$1.6K ﹤0.01% 1027

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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HM Payson & Co's AES Position: Q4 2025 in Review

HM Payson & Co sold out of AES (AES) in Q4 2025, closing a stake of 28 shares — an estimated $369 sold.

HM Payson & Co first reported a position in AES in Q1 2021 and held it in 10 quarters. The position peaked at $3.48K in Q4 2022. 746 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • HM Payson & Co reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 28 AES shares in Q4 2025, an estimated $369.
  • HM Payson & Co first reported a position in AES in Q1 2021 and held it in 10 quarters.
  • HM Payson & Co's AES position peaked at $3.48K in Q4 2022.
  • 746 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.