Red Tortoise LLC’s AES AES Stock Holding History

Red Tortoise LLC’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	-147	Closed	-$1.83K	–	600
2025 Q1	$1.83K	Hold	147	–	–	﹤0.01%	523
2024 Q4	$1.89K	Hold	147	–	–	﹤0.01%	533
2024 Q3	$2.95K	Hold	147	–	–	﹤0.01%	451
2024 Q2	$2.58K	Hold	147	–	–	﹤0.01%	468
2024 Q1	$2.64K	Hold	147	–	–	﹤0.01%	466
2023 Q4	$2.83K	Hold	147	–	–	﹤0.01%	397
2023 Q3	$2.23K	Hold	147	–	–	﹤0.01%	424
2023 Q2	$3.05K	Hold	147	–	–	﹤0.01%	373
2023 Q1	$3.54K	Hold	147	–	–	﹤0.01%	325
2022 Q4	$4.23K	Buy	+147	New	+$3.96K	﹤0.01%	342
2021 Q4	–	Sell	-147	Closed	-$3K	–	77
2021 Q3	$3K	Buy	+147	New	+$3.57K	﹤0.01%	346

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

Red Tortoise LLC's AES Position: Q2 2025 in Review

Red Tortoise LLC sold out of AES (AES) in Q2 2025, closing a stake of 147 shares — an estimated $1.83K sold.

Red Tortoise LLC first reported a position in AES in Q3 2021 and held it in 11 quarters. The position peaked at $4.23K in Q4 2022. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Red Tortoise LLC reported no remaining AES position as of Q2 2025 after selling out during the quarter.
Red Tortoise LLC sold 147 AES shares in Q2 2025, an estimated $1.83K.
Red Tortoise LLC first reported a position in AES in Q3 2021 and held it in 11 quarters.
Red Tortoise LLC's AES position peaked at $4.23K in Q4 2022.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Red Tortoise LLC's 13F filing for Q2 2025, filed 22 Jul 2025.