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

SIR Capital Management's AES Position: Q2 2025 in Review

SIR Capital Management sold out of AES (AES) in Q2 2025, closing a stake of 555,986 shares — an estimated $6.91M sold.

SIR Capital Management first reported a position in AES in Q4 2021 and held it in 14 quarters. The position peaked at $36.1M in Q3 2024. 684 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • SIR Capital Management reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • SIR Capital Management sold 555,986 AES shares in Q2 2025, an estimated $6.91M.
  • SIR Capital Management first reported a position in AES in Q4 2021 and held it in 14 quarters.
  • SIR Capital Management's AES position peaked at $36.1M in Q3 2024.
  • 684 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on SIR Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.