Tortoise Investment Management’s AES AES Stock Holding History

Tortoise Investment 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 Q3	–	Sell	-8	Closed	-$84	–	1555
2025 Q2	$84	Buy	+8	New	+$86	﹤0.01%	1283
2020 Q2	–	Sell	-248	Closed	-$3K	–	502
2020 Q1	$3K	Hold	248	–	–	﹤0.01%	453
2019 Q4	$5K	Hold	248	–	–	﹤0.01%	475
2019 Q3	$4K	Hold	248	–	–	﹤0.01%	482
2019 Q2	$4K	Hold	248	–	–	﹤0.01%	507
2019 Q1	$4K	Buy	+248	New	+$4.17K	﹤0.01%	494
2015 Q1	–	Sell	-2,200	Closed	-$30K	–	418
2014 Q4	$30K	Hold	2,200	–	–	0.01%	250
2014 Q3	$31K	Hold	2,200	–	–	0.01%	240
2014 Q2	$34K	Hold	2,200	–	–	0.01%	239
2014 Q1	$31K	Hold	2,200	–	–	0.01%	212
2013 Q4	$32K	Hold	2,200	–	–	0.02%	199
2013 Q3	$29K	Hold	2,200	–	–	0.02%	185
2013 Q2	$26K	Buy	+2,200	New	+$28K	0.02%	183

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Tortoise Investment Management's AES Position: Q3 2025 in Review

Tortoise Investment Management sold out of AES (AES) in Q3 2025, closing a stake of 8 shares — an estimated $84 sold.

Tortoise Investment Management first reported a position in AES in Q2 2013 and held it in 13 quarters. The position peaked at $34K in Q2 2014. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

Tortoise Investment Management reported no remaining AES position as of Q3 2025 after selling out during the quarter.
Tortoise Investment Management sold 8 AES shares in Q3 2025, an estimated $84.
Tortoise Investment Management first reported a position in AES in Q2 2013 and held it in 13 quarters.
Tortoise Investment Management's AES position peaked at $34K in Q2 2014.
702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.