Interval Partners’s AES AES Stock Holding History

Interval 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 Q1	–	Sell	-27,046	Closed	-$348K	–	360
2024 Q4	$348K	Sell	27,046 -14,442	-35%	-$216K	0.01%	337
2024 Q3	$832K	Sell	41,488 -132,418	-76%	-$2.34M	0.02%	320
2024 Q2	$3.06M	Buy	+173,906	New	+$3.31M	0.07%	256

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

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

OAG

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

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

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

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

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

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

Interval Partners's AES Position: Q1 2025 in Review

Interval Partners sold out of AES (AES) in Q1 2025, closing a stake of 27,046 shares — an estimated $348K sold.

Interval Partners first reported a position in AES in Q2 2024 and held it in 3 quarters. The position peaked at $3.06M in Q2 2024. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Interval Partners reported no remaining AES position as of Q1 2025 after selling out during the quarter.
Interval Partners sold 27,046 AES shares in Q1 2025, an estimated $348K.
Interval Partners first reported a position in AES in Q2 2024 and held it in 3 quarters.
Interval Partners's AES position peaked at $3.06M in Q2 2024.
696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Interval Partners's 13F filing for Q1 2025, filed 15 May 2025.