Shellback Capital’s AES AES Stock Holding History

Shellback Capital’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	-450,000	Closed	-$5.59M	–	106
2025 Q1	$5.59M	Sell	450,000 -150,000	-25%	-$1.74M	0.54%	52
2024 Q4	$7.72M	Buy	600,000 +250,000	+71%	+$3.73M	0.53%	58
2024 Q3	$7.02M	Buy	+350,000	New	+$6.19M	0.57%	62

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

Shellback Capital's AES Position: Q2 2025 in Review

Shellback Capital sold out of AES (AES) in Q2 2025, closing a stake of 450,000 shares — an estimated $5.59M sold.

Shellback Capital first reported a position in AES in Q3 2024 and held it in 3 quarters. The position peaked at $7.72M in Q4 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Shellback Capital reported no remaining AES position as of Q2 2025 after selling out during the quarter.
Shellback Capital sold 450,000 AES shares in Q2 2025, an estimated $5.59M.
Shellback Capital first reported a position in AES in Q3 2024 and held it in 3 quarters.
Shellback Capital's AES position peaked at $7.72M in Q4 2024.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

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