Sherbrooke Park Advisers’s AES AES Stock Holding History

Sherbrooke Park Advisers’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	$217K	Sell	15,143 -33,597	-69%	-$474K	0.56%	73
2025 Q3	$641K	Sell	48,740 -215	-0.4%	-$2.79K	0.3%	102
2025 Q2	$515K	Buy	48,955 +119	+0.2%	+$1.27K	0.22%	160
2025 Q1	$607K	Sell	48,836 -8,266	-14%	-$95.6K	0.28%	88
2024 Q4	$735K	Buy	57,102 +11,331	+25%	+$169K	0.23%	114
2024 Q3	$918K	Sell	45,771 -14,634	-24%	-$259K	0.21%	100
2024 Q2	$1.06M	Buy	60,405 +22,986	+61%	+$437K	0.19%	163
2024 Q1	$671K	Buy	+37,419	New	+$625K	0.13%	265
2023 Q3	–	Sell	-16,498	Closed	-$342K	–	500
2023 Q2	$342K	Buy	+16,498	New	+$363K	0.18%	238

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sherbrooke Park Advisers's AES Position: Q4 2025 in Review

Sherbrooke Park Advisers reduced its AES (AES) stake by 69% in Q4 2025, selling an estimated $474K and leaving 15,143 shares worth $217K. The position accounts for 0.56% of the portfolio, ranked #73.

Sherbrooke Park Advisers first reported a position in AES in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.06M in Q2 2024. 744 funds tracked by Wall St. Rank hold AES as of Q4 2025.

Sherbrooke Park Advisers held 15,143 shares of AES worth $217K as of Q4 2025.
Sherbrooke Park Advisers sold 33,597 AES shares in Q4 2025, an estimated $474K.
AES made up 0.56% of Sherbrooke Park Advisers's portfolio in Q4 2025, its #73 holding.
Sherbrooke Park Advisers first reported a position in AES in Q2 2023 and has held it in 9 quarters since.
Sherbrooke Park Advisers's AES position peaked at $1.06M in Q2 2024.
744 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.