McIlrath & Eck’s AES AES Stock Holding History

McIlrath & Eck’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	-3,347	Closed	-$41.6K	–	933
2025 Q1	$41.6K	Hold	3,347	–	–	0.01%	357
2024 Q4	$43.1K	Buy	3,347 +2,958	+760%	+$44.2K	0.01%	350
2024 Q3	$7.8K	Buy	389 +313	+412%	+$5.54K	﹤0.01%	676
2024 Q2	$1.33K	Hold	76	–	–	﹤0.01%	853
2024 Q1	$1.36K	Hold	76	–	–	﹤0.01%	840
2023 Q4	$1.46K	Hold	76	–	–	﹤0.01%	828
2023 Q3	$1.16K	Hold	76	–	–	﹤0.01%	804
2023 Q2	$1.57K	Hold	76	–	–	﹤0.01%	801
2023 Q1	$1.83K	Hold	76	–	–	﹤0.01%	792
2022 Q4	$2.19K	Hold	76	–	–	﹤0.01%	744
2022 Q3	$2K	Hold	76	–	–	﹤0.01%	736
2022 Q2	$2K	Hold	76	–	–	﹤0.01%	717
2022 Q1	$2K	Sell	76 -195	-72%	-$4.41K	﹤0.01%	718
2021 Q4	$7K	Hold	271	–	–	﹤0.01%	578
2021 Q3	$6K	Hold	271	–	–	﹤0.01%	589
2021 Q2	$7K	Hold	271	–	–	﹤0.01%	566
2021 Q1	$7K	Buy	271 +76	+39%	+$2.02K	﹤0.01%	525
2020 Q4	$5K	Hold	195	–	–	﹤0.01%	519
2020 Q3	$4K	Hold	195	–	–	﹤0.01%	499
2020 Q2	$3K	Buy	+195	New	+$2.56K	﹤0.01%	527

Other funds holding AES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

McIlrath & Eck's AES Position: Q2 2025 in Review

McIlrath & Eck sold out of AES (AES) in Q2 2025, closing a stake of 3,347 shares — an estimated $41.6K sold.

McIlrath & Eck first reported a position in AES in Q2 2020 and held it in 20 quarters. The position peaked at $43.1K in Q4 2024. 684 funds tracked by Wall St. Rank hold AES as of Q2 2025.

McIlrath & Eck reported no remaining AES position as of Q2 2025 after selling out during the quarter.
McIlrath & Eck sold 3,347 AES shares in Q2 2025, an estimated $41.6K.
McIlrath & Eck first reported a position in AES in Q2 2020 and held it in 20 quarters.
McIlrath & Eck's AES position peaked at $43.1K in Q4 2024.
684 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on McIlrath & Eck's 13F filing for Q2 2025, filed 14 Aug 2025.