Tortoise Capital Advisors’s AES AES Stock Holding History

Tortoise Capital Advisors’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	-708,155	Closed	-$8.8M	–	57
2025 Q1	$8.8M	Hold	708,155	–	–	0.11%	41
2024 Q4	$9.11M	Sell	708,155 -371,327	-34%	-$5.55M	0.12%	38
2024 Q3	$21.7M	Buy	1,079,482 +37,028	+4%	+$655K	0.28%	41
2024 Q2	$18.3M	Sell	1,042,454 -6,419	-0.6%	-$122K	0.24%	42
2024 Q1	$18.8M	Sell	1,048,873 -219,025	-17%	-$3.66M	0.26%	43
2023 Q4	$24.4M	Buy	1,267,898 +4,696	+0.4%	+$76.4K	0.38%	37
2023 Q3	$19.2M	Hold	1,263,202	–	–	0.29%	43
2023 Q2	$26.2M	Sell	1,263,202 -327,944	-21%	-$7.22M	0.4%	34
2023 Q1	$38.3M	Buy	1,591,146 +134,386	+9%	+$3.42M	0.58%	29
2022 Q4	$41.9M	Sell	1,456,760 -2,003	-0.1%	-$54K	0.63%	29
2022 Q3	$33M	Buy	1,458,763 +58,640	+4%	+$1.39M	0.52%	30
2022 Q2	$29.4M	Sell	1,400,123 -4,005	-0.3%	-$87.4K	0.46%	33
2022 Q1	$36.1M	Buy	1,404,128 +1,162	+0.1%	+$26.3K	0.48%	32
2021 Q4	$34.1M	Buy	1,402,966 +1,155,690	+467%	+$28.1M	0.51%	31
2021 Q3	$5.64M	Buy	247,276 +247,172	+237,665%	+$6.01M	0.09%	64
2021 Q2	$3K	Buy	+104	New	+$2.75K	﹤0.01%	130

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 $653B AUM 32.41% 1-Year Est. Return

Capital International Investors

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