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Stevens Capital Management’s AES AES Stock Holding History

Stevens 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
Q4 		– Sell
-18,277
Closed -$241K – 201
2025
Q3 		$241K Buy
18,277
+4,736
+35% +$61.5K 0.03% 226
2025
Q2 		$142K Sell
13,541
-24,336
-64% -$261K 0.04% 230
2025
Q1 		$470K Sell
37,877
-3,857
-9% -$44.6K 0.12% 129
2024
Q4 		$537K Buy
41,734
+25,348
+155% +$379K 0.22% 132
2024
Q3 		$329K Sell
16,386
-17,399
-51% -$308K 0.05% 150
2024
Q2 		$594K Buy
+33,785
New +$642K 0.2% 101
2024
Q1 		– Sell
-67,140
Closed -$1.29M – 270
2023
Q4 		$1.29M Sell
67,140
-30,520
-31% -$496K 0.32% 60
2023
Q3 		$1.48M Buy
97,660
+47,389
+94% +$903K 0.43% 58
2023
Q2 		$1.04M Buy
50,271
+25,758
+105% +$567K 0.21% 99
2023
Q1 		$590K Buy
+24,513
New +$623K 0.15% 98
2021
Q4 		– Sell
-10,390
Closed -$237K – 235
2021
Q3 		$237K Buy
+10,390
New +$252K 0.1% 148
2019
Q3 		– Sell
-85,367
Closed -$1.43M – 542
2019
Q2 		$1.43M Buy
+85,367
New +$1.45M 0.06% 307
2019
Q1 		– Sell
-547,851
Closed -$7.92M – 654
2018
Q4 		$7.92M Buy
+547,851
New +$8.23M 0.41% 68
2018
Q2 		– Sell
-429,284
Closed -$4.88M – 761
2018
Q1 		$4.88M Buy
429,284
+44,545
+12% +$484K 0.19% 156
2017
Q4 		$4.17M Sell
384,739
-255,502
-40% -$2.76M 0.16% 183
2017
Q3 		$7.05M Buy
640,241
+356,816
+126% +$3.98M 0.26% 108
2017
Q2 		$3.15M Buy
+283,425
New +$3.25M 0.12% 229
2014
Q4 		– Sell
-79,589
Closed -$1.13M – 973
2014
Q3 		$1.13M Buy
+79,589
New +$1.18M 0.03% 433
2014
Q2 		– Sell
-172,353
Closed -$2.46M – 1034
2014
Q1 		$2.46M Buy
172,353
+104,863
+155% +$1.48M 0.07% 310
2013
Q4 		$979K Buy
+67,490
New +$961K 0.03% 483

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stevens Capital Management's AES Position: Q4 2025 in Review

Stevens Capital Management sold out of AES (AES) in Q4 2025, closing a stake of 18,277 shares — an estimated $241K sold.

Stevens Capital Management first reported a position in AES in Q4 2013 and held it in 20 quarters. The position peaked at $7.92M in Q4 2018. 743 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Stevens Capital Management reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Stevens Capital Management sold 18,277 AES shares in Q4 2025, an estimated $241K.
  • Stevens Capital Management first reported a position in AES in Q4 2013 and held it in 20 quarters.
  • Stevens Capital Management's AES position peaked at $7.92M in Q4 2018.
  • 743 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Stevens Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.