Viking Fund Management’s AES AES Stock Holding History

Viking Fund 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 Q4	–	Sell	-30,000	Closed	-$395K	–	138
2025 Q3	$395K	Sell	30,000 -250,000	-89%	-$3.25M	0.05%	125
2025 Q2	$2.95M	Sell	280,000 -350,000	-56%	-$3.75M	0.4%	76
2025 Q1	$7.82M	Buy	630,000 +410,000	+186%	+$4.74M	1.13%	31
2024 Q4	$2.83M	Buy	220,000 +12,000	+6%	+$179K	0.44%	75
2024 Q3	$4.17M	Buy	208,000 +55,000	+36%	+$973K	0.68%	57
2024 Q2	$2.69M	Sell	153,000 -25,000	-14%	-$475K	0.48%	71
2024 Q1	$3.19M	Buy	178,000 +3,000	+2%	+$50.1K	0.58%	59
2023 Q4	$3.37M	Sell	175,000 -35,000	-17%	-$569K	0.66%	57
2023 Q3	$3.19M	Hold	210,000	–	–	0.64%	60
2023 Q2	$4.35M	Buy	210,000 +50,000	+31%	+$1.1M	0.82%	48
2023 Q1	$3.85M	Hold	160,000	–	–	0.74%	53
2022 Q4	$4.6M	Hold	160,000	–	–	0.91%	44
2022 Q3	$3.62M	Buy	160,000 +20,000	+14%	+$474K	0.85%	45
2022 Q2	$2.94M	Buy	140,000 +10,000	+8%	+$218K	0.68%	49
2022 Q1	$3.35M	Buy	130,000 +30,000	+30%	+$678K	0.76%	44
2021 Q4	$2.43M	Hold	100,000	–	–	0.64%	58
2021 Q3	$2.28M	Buy	100,000 +6,000	+6%	+$146K	0.66%	53
2021 Q2	$2.45M	Hold	94,000	–	–	0.7%	53
2021 Q1	$2.52M	Buy	+94,000	New	+$2.5M	0.75%	50

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

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

OAG

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

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

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

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

Viking Fund Management's AES Position: Q4 2025 in Review

Viking Fund Management sold out of AES (AES) in Q4 2025, closing a stake of 30,000 shares — an estimated $395K sold.

Viking Fund Management first reported a position in AES in Q1 2021 and held it in 19 quarters. The position peaked at $7.82M in Q1 2025. 743 funds tracked by Wall St. Rank hold AES as of Q4 2025.

Viking Fund Management reported no remaining AES position as of Q4 2025 after selling out during the quarter.
Viking Fund Management sold 30,000 AES shares in Q4 2025, an estimated $395K.
Viking Fund Management first reported a position in AES in Q1 2021 and held it in 19 quarters.
Viking Fund Management's AES position peaked at $7.82M in Q1 2025.
743 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Viking Fund Management's 13F filing for Q4 2025, filed 12 Jan 2026.