Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s AES AES Stock Holding History

Kovitz Investment Group 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
Q4 		– Sell
-122,157
Closed -$1.61M – 487
2025
Q3 		$1.61M Sell
122,157
-3,841
-3% -$49.9K 0.01% 717
2025
Q2 		$1.33M Buy
125,998
+82,767
+191% +$886K 0.01% 731
2025
Q1 		$537K Buy
43,231
+22,453
+108% +$260K ﹤0.01% 882
2024
Q4 		$267K Sell
20,778
-7,468
-26% -$112K ﹤0.01% 1077
2024
Q3 		$106K Buy
+28,246
New +$500K ﹤0.01% 977

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
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

Kovitz Investment Group Partners's AES Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of AES (AES) in Q4 2025, closing a stake of 122,157 shares — an estimated $1.61M sold.

Kovitz Investment Group Partners first reported a position in AES in Q3 2024 and held it in 5 quarters. The position peaked at $1.61M in Q3 2025. 748 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 122,157 AES shares in Q4 2025, an estimated $1.61M.
  • Kovitz Investment Group Partners first reported a position in AES in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's AES position peaked at $1.61M in Q3 2025.
  • 748 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.