SIR Capital Management’s AES AES Stock Holding History

SIR Capital Management’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	-555,986	Closed	-$6.91M	–	89
2025 Q1	$6.91M	Sell	555,986 -1,544,972	-74%	-$17.9M	0.61%	47
2024 Q4	$27M	Buy	2,100,958 +302,041	+17%	+$4.51M	2.79%	9
2024 Q3	$36.1M	Buy	1,798,917 +555,298	+45%	+$9.82M	3.51%	9
2024 Q2	$21.9M	Buy	1,243,619 +370,897	+42%	+$7.05M	2.17%	14
2024 Q1	$15.6M	Buy	872,722 +279,349	+47%	+$4.67M	1.58%	26
2023 Q4	$11.4M	Sell	593,373 -171,049	-22%	-$2.78M	1.17%	32
2023 Q3	$11.6M	Buy	764,422 +368,276	+93%	+$7.01M	1.38%	27
2023 Q2	$8.21M	Buy	396,146 +335,820	+557%	+$7.39M	0.9%	36
2023 Q1	$1.45M	Sell	60,326 -76,300	-56%	-$1.94M	0.15%	57
2022 Q4	$3.93M	Sell	136,626 -198,106	-59%	-$5.34M	0.41%	47
2022 Q3	$7.57M	Sell	334,732 -25,004	-7%	-$593K	1.28%	31
2022 Q2	$7.56M	Buy	359,736 +168,348	+88%	+$3.67M	1.04%	28
2022 Q1	$4.92M	Sell	191,388 -577,644	-75%	-$13.1M	0.87%	33
2021 Q4	$18.7M	Buy	+769,032	New	+$18.7M	2.95%	9

Other funds holding AES

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return