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Ameritas Advisory Services’s AES AES Stock Holding History

Ameritas Advisory Services’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
-91
Closed -$957 – 2116
2025
Q2 		$957 Buy
+91
New +$974 ﹤0.01% 2627
2023
Q2 		– Sell
-3,281
Closed -$79K – 581
2023
Q1 		$79K Buy
+3,281
New +$83.4K ﹤0.01% 1090

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

Ameritas Advisory Services's AES Position: Q3 2025 in Review

Ameritas Advisory Services sold out of AES (AES) in Q3 2025, closing a stake of 91 shares — an estimated $957 sold.

Ameritas Advisory Services first reported a position in AES in Q1 2023 and held it in 2 quarters. The position peaked at $79K in Q1 2023. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Ameritas Advisory Services reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 91 AES shares in Q3 2025, an estimated $957.
  • Ameritas Advisory Services first reported a position in AES in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's AES position peaked at $79K in Q1 2023.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.