TrueMark Investments’s AES AES Stock Holding History

TrueMark Investments’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	-11,533	Closed	-$143K	–	141
2025 Q1	$143K	Buy	+11,533	New	+$133K	0.04%	172
2024 Q3	–	Sell	-154,646	Closed	-$2.72M	–	241
2024 Q2	$2.72M	Buy	+154,646	New	+$2.94M	0.93%	39

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

OAG

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

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 Boston, Massachusetts $1.61T AUM 30.72% 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

TrueMark Investments's AES Position: Q2 2025 in Review

TrueMark Investments sold out of AES (AES) in Q2 2025, closing a stake of 11,533 shares — an estimated $143K sold.

TrueMark Investments first reported a position in AES in Q2 2024 and held it in 2 quarters. The position peaked at $2.72M in Q2 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

TrueMark Investments reported no remaining AES position as of Q2 2025 after selling out during the quarter.
TrueMark Investments sold 11,533 AES shares in Q2 2025, an estimated $143K.
TrueMark Investments first reported a position in AES in Q2 2024 and held it in 2 quarters.
TrueMark Investments's AES position peaked at $2.72M in Q2 2024.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on TrueMark Investments's 13F filing for Q2 2025, filed 29 Jul 2025.