AES — AES CORP

Ownership history in Carson Advisory Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in AES CORP (AES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.26% (2025 Q4)
Avg. % of fund
1.9%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 303,170 -1,809 -0.6% 2.26% $4.3M $14.17
2025 Q3 ADDED 304,979 +7,444 +2.5% 2.16% $4.0M $12.84
2025 Q2 ADDED 297,535 +154,635 +108.2% 1.99% $3.1M $10.13
2025 Q1 INITIATED 142,900 — — 1.20% $1.8M $11.75
% of Fund (quarterly)    AES price (monthly, adj. close)

Other funds also holding AES

As of 2025 Q4 — sorted by position size

BRUNI J V & CO /CO 3Y 7Y 3.26% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 3.15% Rock Point Advisors, LLC 3Y 7Y 3.04% Diameter Capital Partners LP 3Y 7Y 2.56% Ausbil Investment Management Ltd 3Y 2.47% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 2.44% Yaupon Capital Management LP 3Y 7Y 2.26% Gould Capital, LLC 3Y 2.18% Del-Sette Capital Management, LLC 3Y 1.87% Patrick Mauro Investment Advisor, INC. 3Y 1.8%
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