Osterweis Capital Management’s AES AES Stock Holding History

Osterweis 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 Q2	–	Sell	-35	Closed	-$435	–	284
2025 Q1	$435	Buy	+35	New	+$405	﹤0.01%	303

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

Osterweis Capital Management's AES Position: Q2 2025 in Review

Osterweis Capital Management sold out of AES (AES) in Q2 2025, closing a stake of 35 shares — an estimated $435 sold.

Osterweis Capital Management first reported a position in AES in Q1 2025 and held it in 1 quarter. The position peaked at $435 in Q1 2025. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Osterweis Capital Management reported no remaining AES position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 35 AES shares in Q2 2025, an estimated $435.
Osterweis Capital Management first reported a position in AES in Q1 2025 and held it in 1 quarter.
Osterweis Capital Management's AES position peaked at $435 in Q1 2025.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.