InceptionR’s AES AES Stock Holding History

InceptionR’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	-12,684	Closed	-$158K	–	637
2025 Q1	$158K	Buy	+12,684	New	+$147K	0.05%	482
2024 Q3	–	Sell	-68,423	Closed	-$1.2M	–	613
2024 Q2	$1.2M	Buy	+68,423	New	+$1.3M	0.34%	79
2023 Q4	–	Sell	-13,266	Closed	-$202K	–	339
2023 Q3	$202K	Buy	+13,266	New	+$253K	0.11%	349

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

InceptionR's AES Position: Q2 2025 in Review

InceptionR sold out of AES (AES) in Q2 2025, closing a stake of 12,684 shares — an estimated $158K sold.

InceptionR first reported a position in AES in Q3 2023 and held it in 3 quarters. The position peaked at $1.2M in Q2 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

InceptionR reported no remaining AES position as of Q2 2025 after selling out during the quarter.
InceptionR sold 12,684 AES shares in Q2 2025, an estimated $158K.
InceptionR first reported a position in AES in Q3 2023 and held it in 3 quarters.
InceptionR's AES position peaked at $1.2M in Q2 2024.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on InceptionR's 13F filing for Q2 2025, filed 12 Aug 2025.