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Arrow Investment Advisors’s AES AES Stock Holding History

Arrow 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
Q4 		– Sell
-11,003
Closed -$145K – 50
2025
Q3 		$145K Sell
11,003
-2,233
-17% -$29K 0.16% 53
2025
Q2 		$139K Buy
+13,236
New +$142K 0.13% 53
2023
Q2 		– Sell
-18,641
Closed -$449K – 62
2023
Q1 		$449K Buy
18,641
+806
+5% +$20.5K 0.33% 19
2022
Q4 		$513K Sell
17,835
-151
-0.8% -$4.07K 0.36% 20
2022
Q3 		$407K Buy
+17,986
New +$426K 0.31% 18
2021
Q2 		– Sell
-20,900
Closed -$560K – 100
2021
Q1 		$560K Sell
20,900
-2,056
-9% -$54.7K 0.39% 20
2020
Q4 		$539K Buy
+22,956
New +$477K 0.38% 21
2020
Q1 		– Sell
-11,960
Closed -$238K – 25
2019
Q4 		$238K Sell
11,960
-3,926
-25% -$70.2K 0.12% 63
2019
Q3 		$260 Sell
15,886
-24
-0.2% -$387 0.12% 63
2019
Q2 		$267K Sell
15,910
-2,738
-15% -$46.4K 0.11% 64
2019
Q1 		$337K Sell
18,648
-5,549
-23% -$93.3K 0.14% 66
2018
Q4 		$350K Sell
24,197
-7,317
-23% -$110K 0.14% 56
2018
Q3 		$441K Sell
31,514
-3,246
-9% -$43.7K 0.15% 62
2018
Q2 		$466K Buy
+34,760
New +$428K 0.15% 73

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arrow Investment Advisors's AES Position: Q4 2025 in Review

Arrow Investment Advisors sold out of AES (AES) in Q4 2025, closing a stake of 11,003 shares — an estimated $145K sold.

Arrow Investment Advisors first reported a position in AES in Q2 2018 and held it in 14 quarters. The position peaked at $560K in Q1 2021. 744 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Arrow Investment Advisors reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Arrow Investment Advisors sold 11,003 AES shares in Q4 2025, an estimated $145K.
  • Arrow Investment Advisors first reported a position in AES in Q2 2018 and held it in 14 quarters.
  • Arrow Investment Advisors's AES position peaked at $560K in Q1 2021.
  • 744 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Arrow Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.