Oarsman Capital’s AES AES Stock Holding History

Oarsman Capital’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	-200	Closed	-$2.57K	–	249
2024 Q4	$2.57K	Hold	200	–	–	﹤0.01%	821
2024 Q3	$4.01K	Buy	+200	New	+$3.54K	﹤0.01%	800

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

Oarsman Capital's AES Position: Q1 2025 in Review

Oarsman Capital sold out of AES (AES) in Q1 2025, closing a stake of 200 shares — an estimated $2.57K sold.

Oarsman Capital first reported a position in AES in Q3 2024 and held it in 2 quarters. The position peaked at $4.01K in Q3 2024. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Oarsman Capital reported no remaining AES position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 200 AES shares in Q1 2025, an estimated $2.57K.
Oarsman Capital first reported a position in AES in Q3 2024 and held it in 2 quarters.
Oarsman Capital's AES position peaked at $4.01K in Q3 2024.
696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.