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NorthRock Partners’s AES AES Stock Holding History

NorthRock 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
-10,965
Closed -$144K – 627
2025
Q3 		$144K Buy
+10,965
New +$142K ﹤0.01% 835
2025
Q2 		– Sell
-16,382
Closed -$203K – 684
2025
Q1 		$203K Buy
+16,382
New +$190K 0.01% 567
2024
Q4 		– Sell
-12,020
Closed -$241K – 778
2024
Q3 		$241K Sell
12,020
-358
-3% -$6.33K 0.01% 563
2024
Q2 		$217K Buy
12,378
+2,223
+22% +$42.3K 0.01% 553
2024
Q1 		$182K Sell
10,155
-3,926
-28% -$65.6K 0.01% 589
2023
Q4 		$271K Buy
+14,081
New +$229K 0.01% 479
2020
Q1 		– Sell
-15,980
Closed -$318K – 202
2019
Q4 		$318K Sell
15,980
-21,418
-57% -$383K 0.03% 201
2019
Q3 		$611K Buy
+37,398
New +$602K 0.08% 112

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

NorthRock Partners's AES Position: Q4 2025 in Review

NorthRock Partners sold out of AES (AES) in Q4 2025, closing a stake of 10,965 shares — an estimated $144K sold.

NorthRock Partners first reported a position in AES in Q3 2019 and held it in 8 quarters. The position peaked at $611K in Q3 2019. 743 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • NorthRock Partners reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 10,965 AES shares in Q4 2025, an estimated $144K.
  • NorthRock Partners first reported a position in AES in Q3 2019 and held it in 8 quarters.
  • NorthRock Partners's AES position peaked at $611K in Q3 2019.
  • 743 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.