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Orion Capital Management’s AES AES Stock Holding History

Orion Capital Management’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
-34
Closed -$438 – 470
2024
Q4 		$438 Buy
+34
New +$508 ﹤0.01% 470
2024
Q3 		– Sell
-34
Closed -$597 – 148
2024
Q2 		$597 Hold
34
– – ﹤0.01% 427
2024
Q1 		$610 Hold
34
– – ﹤0.01% 491
2023
Q4 		$655 Hold
34
– – ﹤0.01% 496
2023
Q3 		$517 Buy
+34
New +$648 ﹤0.01% 487

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
Fidelity Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Capital Management's AES Position: Q1 2025 in Review

Orion Capital Management sold out of AES (AES) in Q1 2025, closing a stake of 34 shares — an estimated $438 sold.

Orion Capital Management first reported a position in AES in Q3 2023 and held it in 5 quarters. The position peaked at $655 in Q4 2023. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • Orion Capital Management reported no remaining AES position as of Q1 2025 after selling out during the quarter.
  • Orion Capital Management sold 34 AES shares in Q1 2025, an estimated $438.
  • Orion Capital Management first reported a position in AES in Q3 2023 and held it in 5 quarters.
  • Orion Capital Management's AES position peaked at $655 in Q4 2023.
  • 696 funds tracked by Wall St. Rank held AES as of Q1 2025.

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