Zimmer Partners’s AES AES Stock Holding History

Zimmer Partners’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	-24,114	Closed	-$254K	–	151
2025 Q2	$254K	Buy	+24,114	New	+$258K	0.01%	149
2025 Q1	–	Sell	-1,750,000	Closed	-$22.5M	–	174
2024 Q4	$22.5M	Buy	1,750,000 +1,730,000	+8,650%	+$25.8M	0.39%	51
2024 Q3	$401K	Hold	20,000	–	–	0.01%	145
2024 Q2	$351K	Sell	20,000 -1,845,000	-99%	-$35.1M	0.01%	149
2024 Q1	$33.4M	Buy	1,865,000 +1,545,000	+483%	+$25.8M	0.71%	33
2023 Q4	$6.16M	Sell	320,000 -1,280,000	-80%	-$20.8M	0.23%	62
2023 Q3	$24.3M	Buy	1,600,000 +1,437,500	+885%	+$27.4M	0.63%	35
2023 Q2	$3.37M	Buy	+162,500	New	+$3.58M	0.08%	83
2022 Q1	–	Sell	-1,110,513	Closed	-$27M	–	112
2021 Q4	$27M	Sell	1,110,513 -5,034,387	-82%	-$122M	0.4%	53
2021 Q3	$140M	Buy	6,144,900 +3,097,165	+102%	+$75.2M	2.21%	14
2021 Q2	$79.5M	Buy	3,047,735 +1,399,235	+85%	+$36.9M	1.07%	32
2021 Q1	$44.2M	Buy	+1,648,500	New	+$43.8M	0.6%	51

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

Zimmer Partners's AES Position: Q3 2025 in Review

Zimmer Partners sold out of AES (AES) in Q3 2025, closing a stake of 24,114 shares — an estimated $254K sold.

Zimmer Partners first reported a position in AES in Q1 2021 and held it in 12 quarters. The position peaked at $140M in Q3 2021. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

Zimmer Partners reported no remaining AES position as of Q3 2025 after selling out during the quarter.
Zimmer Partners sold 24,114 AES shares in Q3 2025, an estimated $254K.
Zimmer Partners first reported a position in AES in Q1 2021 and held it in 12 quarters.
Zimmer Partners's AES position peaked at $140M in Q3 2021.
702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Zimmer Partners's 13F filing for Q3 2025, filed 14 Nov 2025.