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American Trust Investment Advisors’s AES AES Stock Holding History

American Trust Investment Advisors’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
-341,375
Closed -$3.59M – 83
2025
Q2 		$3.59M Sell
341,375
-25,135
-7% -$269K 1.81% 24
2025
Q1 		$4.55M Buy
366,510
+12,100
+3% +$140K 1.9% 19
2024
Q4 		$4.56M Buy
+354,410
New +$5.29M 1.87% 20

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Trust Investment Advisors's AES Position: Q3 2025 in Review

American Trust Investment Advisors sold out of AES (AES) in Q3 2025, closing a stake of 341,375 shares — an estimated $3.59M sold.

American Trust Investment Advisors first reported a position in AES in Q4 2024 and held it in 3 quarters. The position peaked at $4.56M in Q4 2024. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • American Trust Investment Advisors reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • American Trust Investment Advisors sold 341,375 AES shares in Q3 2025, an estimated $3.59M.
  • American Trust Investment Advisors first reported a position in AES in Q4 2024 and held it in 3 quarters.
  • American Trust Investment Advisors's AES position peaked at $4.56M in Q4 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on American Trust Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.