L.J. Altfest & Co’s AES AES Stock Holding History

L.J. Altfest & 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 Q2	–	Sell	-40,195	Closed	-$499K	–	334
2025 Q1	$499K	Buy	+40,195	New	+$465K	0.06%	216

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

L.J. Altfest & Co's AES Position: Q2 2025 in Review

L.J. Altfest & Co sold out of AES (AES) in Q2 2025, closing a stake of 40,195 shares — an estimated $499K sold.

L.J. Altfest & Co first reported a position in AES in Q1 2025 and held it in 1 quarter. The position peaked at $499K in Q1 2025. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

L.J. Altfest & Co reported no remaining AES position as of Q2 2025 after selling out during the quarter.
L.J. Altfest & Co sold 40,195 AES shares in Q2 2025, an estimated $499K.
L.J. Altfest & Co first reported a position in AES in Q1 2025 and held it in 1 quarter.
L.J. Altfest & Co's AES position peaked at $499K in Q1 2025.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.