Pacifica Partners’s AES AES Stock Holding History

Pacifica 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	-250	Closed	-$3.84K	–	446
2025 Q3	$3.84K	Sell	250 -85	-25%	-$1.1K	﹤0.01%	409
2025 Q2	$3.59K	Hold	335	–	–	﹤0.01%	421
2025 Q1	$3.99K	Hold	335	–	–	﹤0.01%	395
2024 Q4	$4.37K	Buy	335 +100	+43%	+$1.49K	﹤0.01%	385
2024 Q3	$4.71K	Hold	235	–	–	﹤0.01%	400
2024 Q2	$4.2K	Hold	235	–	–	﹤0.01%	424
2024 Q1	$3.86K	Hold	235	–	–	﹤0.01%	427
2023 Q4	$4.22K	Hold	235	–	–	﹤0.01%	438
2023 Q3	$2.96K	Hold	235	–	–	﹤0.01%	455
2023 Q2	$5.04K	Hold	235	–	–	﹤0.01%	364
2023 Q1	$5.71K	Hold	235	–	–	﹤0.01%	370
2022 Q4	$6.78K	Buy	235 +150	+176%	+$4.04K	﹤0.01%	321
2022 Q3	$2K	Hold	85	–	–	﹤0.01%	415
2022 Q2	$2K	Hold	85	–	–	﹤0.01%	426
2022 Q1	$2K	Hold	85	–	–	﹤0.01%	425
2021 Q4	$2K	Hold	85	–	–	﹤0.01%	422
2021 Q3	$2K	Hold	85	–	–	﹤0.01%	421
2021 Q2	$2K	Hold	85	–	–	﹤0.01%	410
2021 Q1	$2K	Sell	85 -9,750	-99%	-$259K	﹤0.01%	365
2020 Q4	$232K	Sell	9,835 -300	-3%	-$6.23K	0.22%	68
2020 Q3	$184K	Hold	10,135	–	–	0.2%	72
2020 Q2	$146K	Buy	10,135 +10,050	+11,824%	+$132K	0.16%	78
2020 Q1	$1K	Hold	85	–	–	﹤0.01%	345
2019 Q4	$2K	Buy	+85	New	+$1.52K	﹤0.01%	325

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pacifica Partners's AES Position: Q4 2025 in Review

Pacifica Partners sold out of AES (AES) in Q4 2025, closing a stake of 250 shares — an estimated $3.84K sold.

Pacifica Partners first reported a position in AES in Q4 2019 and held it in 24 quarters. The position peaked at $232K in Q4 2020. 743 funds tracked by Wall St. Rank hold AES as of Q4 2025.

Pacifica Partners reported no remaining AES position as of Q4 2025 after selling out during the quarter.
Pacifica Partners sold 250 AES shares in Q4 2025, an estimated $3.84K.
Pacifica Partners first reported a position in AES in Q4 2019 and held it in 24 quarters.
Pacifica Partners's AES position peaked at $232K in Q4 2020.
743 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Pacifica Partners's 13F filing for Q4 2025, filed 9 Jan 2026.