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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
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

Tortoise Capital Advisors's AES Position: Q2 2025 in Review

Tortoise Capital Advisors sold out of AES (AES) in Q2 2025, closing a stake of 708,155 shares — an estimated $8.8M sold.

Tortoise Capital Advisors first reported a position in AES in Q2 2021 and held it in 16 quarters. The position peaked at $41.9M in Q4 2022. 684 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Tortoise Capital Advisors reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Tortoise Capital Advisors sold 708,155 AES shares in Q2 2025, an estimated $8.8M.
  • Tortoise Capital Advisors first reported a position in AES in Q2 2021 and held it in 16 quarters.
  • Tortoise Capital Advisors's AES position peaked at $41.9M in Q4 2022.
  • 684 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Tortoise Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.