AES β€” AES CORP

Ownership history in Weaver C. Barksdale & Associates, Inc.  Β·  23 quarters on record

AI Ownership Summary

Weaver C. Barksdale & Associates, Inc. reported AES CORP (AES) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.44% in 2025 Q4. The latest visible filing shows AES at 2.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Weaver C. Barksdale & Associates, Inc.'s position in AES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AES was reported at 2.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AES stock page Weaver C. Barksdale & Associates, Inc. fund profile Weaver C. Barksdale & Associates, Inc. full holdings
How Weaver C. Barksdale & Associates, Inc. held AES β€” position size vs. price
% of Fund (quarterly)    AES price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 161,887 -17,480 -9.7% 2.44% $2.3M 2026-02-14 (Est.) $16.28
2025 Q3 REDUCED 179,367 -11,615 -6.1% 2.27% $2.4M 2025-11-12 $13.91
2025 Q2 ADDED 190,982 +134,467 +237.9% 1.93% $2.0M 2025-08-12 $12.60
2025 Q1 REDUCED 56,515 -1,377 -2.4% 0.67% $701K 2025-05-14 $12.05
2024 Q4 REDUCED 57,892 -1,456 -2.5% 0.71% $744K 2025-02-12 $9.54
2024 Q3 REDUCED 59,348 -2,270 -3.7% 1.07% $1.2M 2024-11-13 $12.68
2024 Q2 REDUCED 61,618 -949 -1.5% 1.03% $1.1M 2024-08-13 $15.56
2024 Q1 REDUCED 62,567 -509 -0.8% 1.03% $1.1M 2024-05-14 $18.54
2023 Q4 REDUCED 63,076 -16,382 -20.6% 1.19% $1.2M 2024-02-13 $14.46
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AES

As of 2026 Q1 β€” sorted by position size

Ridgewood Investments LLC 3Y 7Y 0.39% Investors Research Corp 3Y 7Y 0.28% Bangor Savings Bank 3Y 7Y 0.1% Byrne Asset Management LLC 3Y 0.01% Hilltop National Bank 0.0% Ares Financial Consulting, LLC 0.0%

FAQ About Weaver C. Barksdale & Associates, Inc. and AES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Weaver C. Barksdale & Associates, Inc. reported owning AES?

Weaver C. Barksdale & Associates, Inc. reported AES across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AES position in Weaver C. Barksdale & Associates, Inc.'s portfolio?

The largest reported portfolio weight for AES was 2.44% in 2025 Q4.

What is the latest reported AES position on this page?

The most recent filing on this page is 2025 Q4, when Weaver C. Barksdale & Associates, Inc. reported 161,887 shares, equal to 2.44% of portfolio, with an estimated market value of $2.3M.

What does the chart on this AES ownership page compare?

The chart compares Weaver C. Barksdale & Associates, Inc.'s quarterly AES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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