SIC
AES icon

Samalin Investment Counsel’s AES AES Stock Holding History

Samalin Investment Counsel’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
Q3 		– Sell
-19,919
Closed -$210K – 329
2025
Q2 		$210K Buy
19,919
+7,704
+63% +$82.5K 0.08% 290
2025
Q1 		$152K Buy
+12,215
New +$141K 0.06% 302

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Samalin Investment Counsel's AES Position: Q3 2025 in Review

Samalin Investment Counsel sold out of AES (AES) in Q3 2025, closing a stake of 19,919 shares — an estimated $210K sold.

Samalin Investment Counsel first reported a position in AES in Q1 2025 and held it in 2 quarters. The position peaked at $210K in Q2 2025. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Samalin Investment Counsel reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 19,919 AES shares in Q3 2025, an estimated $210K.
  • Samalin Investment Counsel first reported a position in AES in Q1 2025 and held it in 2 quarters.
  • Samalin Investment Counsel's AES position peaked at $210K in Q2 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Samalin Investment Counsel's 13F filing for Q3 2025, filed 30 Oct 2025.