Zacks Investment Management’s AES AES Stock Holding History

Zacks 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	-16,960	Closed	-$178K	–	741
2025 Q2	$178K	Buy	+16,960	New	+$182K	﹤0.01%	650
2020 Q3	–	Sell	-111,251	Closed	-$1.61M	–	500
2020 Q2	$1.61M	Buy	111,251 +3,486	+3%	+$45.8K	0.04%	229
2020 Q1	$1.47M	Buy	107,765 +3,855	+4%	+$69.1K	0.04%	237
2019 Q4	$2.07M	Buy	+103,910	New	+$1.86M	0.04%	258
2017 Q4	–	Sell	-17,617	Closed	-$194K	–	567
2017 Q3	$194K	Sell	17,617 -1,175,480	-99%	-$13.1M	﹤0.01%	529
2017 Q2	$13.3M	Buy	1,193,097 +1,182,148	+10,797%	+$13.6M	0.33%	82
2017 Q1	$122K	Hold	10,949	–	–	﹤0.01%	620
2016 Q4	$127K	Hold	10,949	–	–	﹤0.01%	624
2016 Q3	$141K	Sell	10,949 -5,656	-34%	-$70.5K	﹤0.01%	625
2016 Q2	$207K	Hold	16,605	–	–	0.01%	566
2016 Q1	$196K	Buy	+16,605	New	+$165K	0.01%	557

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

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

Zacks Investment Management sold out of AES (AES) in Q3 2025, closing a stake of 16,960 shares — an estimated $178K sold.

Zacks Investment Management first reported a position in AES in Q1 2016 and held it in 11 quarters. The position peaked at $13.3M in Q2 2017. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

Zacks Investment Management reported no remaining AES position as of Q3 2025 after selling out during the quarter.
Zacks Investment Management sold 16,960 AES shares in Q3 2025, an estimated $178K.
Zacks Investment Management first reported a position in AES in Q1 2016 and held it in 11 quarters.
Zacks Investment Management's AES position peaked at $13.3M in Q2 2017.
702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Zacks Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.