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Thoroughbred Financial Services’s AES AES Stock Holding History

Thoroughbred Financial Services’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
-20,771
Closed -$257K – 551
2025
Q1 		$257K Hold
20,771
– – 0.02% 595
2024
Q4 		$267K Sell
20,771
-1,206
-5% -$18K 0.02% 571
2024
Q3 		$440K Hold
21,977
– – 0.03% 429
2024
Q2 		$386K Buy
+21,977
New +$418K 0.03% 437
2024
Q1 		– Sell
-21,977
Closed -$423K – 462
2023
Q4 		$423K Hold
21,977
– – 0.03% 396
2023
Q3 		$334K Buy
+21,977
New +$419K 0.03% 406

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
OAG
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
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
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

Thoroughbred Financial Services's AES Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of AES (AES) in Q2 2025, closing a stake of 20,771 shares — an estimated $257K sold.

Thoroughbred Financial Services first reported a position in AES in Q3 2023 and held it in 6 quarters. The position peaked at $440K in Q3 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Thoroughbred Financial Services reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 20,771 AES shares in Q2 2025, an estimated $257K.
  • Thoroughbred Financial Services first reported a position in AES in Q3 2023 and held it in 6 quarters.
  • Thoroughbred Financial Services's AES position peaked at $440K in Q3 2024.
  • 682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.