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Shorepoint Capital Partners’s AES AES Stock Holding History

Shorepoint Capital 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
Q1 		– Sell
-161,027
Closed -$2.07M – 103
2024
Q4 		$2.07M Buy
161,027
+437
+0.3% +$6.53K 0.47% 68
2024
Q3 		$3.22M Sell
160,590
-1,078
-0.7% -$19.1K 0.73% 53
2024
Q2 		$2.84M Buy
161,668
+7,709
+5% +$147K 0.67% 61
2024
Q1 		$2.76M Buy
153,959
+11,181
+8% +$187K 0.67% 58
2023
Q4 		$2.75M Buy
142,778
+1,385
+1% +$22.5K 0.74% 58
2023
Q3 		$2.15M Buy
141,393
+11,713
+9% +$223K 0.63% 60
2023
Q2 		$2.69M Buy
129,680
+11,756
+10% +$259K 0.76% 52
2023
Q1 		$2.84M Sell
117,924
-5,321
-4% -$135K 0.81% 47
2022
Q4 		$3.54M Sell
123,245
-13,111
-10% -$353K 0.98% 37
2022
Q3 		$3.08M Buy
136,356
+424
+0.3% +$10.1K 1.47% 26
2022
Q2 		$2.86M Buy
135,932
+1,755
+1% +$38.3K 1.21% 37
2022
Q1 		$3.45M Sell
134,177
-1,510
-1% -$34.1K 1.44% 30
2021
Q4 		$3.3M Buy
135,687
+2,060
+2% +$50.1K 1.34% 31
2021
Q3 		$3.05M Buy
+133,627
New +$3.25M 1.37% 33
2021
Q1 		$3.13M Sell
116,764
-8,402
-7% -$223K 1.67% 26
2020
Q4 		$2.94M Sell
125,166
-12,223
-9% -$254K 1.63% 25
2020
Q3 		$2.49M Sell
137,389
-2,953
-2% -$49.3K 1.54% 30
2020
Q2 		$2.03M Buy
140,342
+64,779
+86% +$851K 1.33% 32
2020
Q1 		$1.03M Buy
75,563
+13,021
+21% +$233K 0.82% 45
2019
Q4 		$1.25M Buy
+62,542
New +$1.12M 0.71% 51

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shorepoint Capital Partners's AES Position: Q1 2025 in Review

Shorepoint Capital Partners sold out of AES (AES) in Q1 2025, closing a stake of 161,027 shares — an estimated $2.07M sold.

Shorepoint Capital Partners first reported a position in AES in Q4 2019 and held it in 20 quarters. The position peaked at $3.54M in Q4 2022. 698 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • Shorepoint Capital Partners reported no remaining AES position as of Q1 2025 after selling out during the quarter.
  • Shorepoint Capital Partners sold 161,027 AES shares in Q1 2025, an estimated $2.07M.
  • Shorepoint Capital Partners first reported a position in AES in Q4 2019 and held it in 20 quarters.
  • Shorepoint Capital Partners's AES position peaked at $3.54M in Q4 2022.
  • 698 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Shorepoint Capital Partners's 13F filing for Q1 2025, filed 13 May 2025.