Sierra Ocean’s AES AES Stock Holding History

Sierra Ocean’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	-142	Closed	-$1.5K	–	83
2025 Q2	$1.5K	Buy	142 +93	+190%	+$996	﹤0.01%	816
2025 Q1	$617	Sell	49 -23	-32%	-$266	﹤0.01%	1010
2024 Q4	$938	Buy	+72	New	+$1.07K	﹤0.01%	951

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sierra Ocean's AES Position: Q3 2025 in Review

Sierra Ocean sold out of AES (AES) in Q3 2025, closing a stake of 142 shares — an estimated $1.5K sold.

Sierra Ocean first reported a position in AES in Q4 2024 and held it in 3 quarters. The position peaked at $1.5K in Q2 2025. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

Sierra Ocean reported no remaining AES position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 142 AES shares in Q3 2025, an estimated $1.5K.
Sierra Ocean first reported a position in AES in Q4 2024 and held it in 3 quarters.
Sierra Ocean's AES position peaked at $1.5K in Q2 2025.
702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.