Avantax Advisory Services’s AES AES Stock Holding History
Bought
Maintained
Sold
Other funds holding AES
OAG
Avantax Advisory Services's AES Position: Q2 2025 in Review
Avantax Advisory Services increased its AES (AES) stake by 17% in Q2 2025, buying an estimated $163K and bringing the position to 106,088 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1098.
Avantax Advisory Services first reported a position in AES in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.13M in Q1 2025. 683 funds tracked by Wall St. Rank hold AES as of Q2 2025.
- Avantax Advisory Services held 106,088 shares of AES worth $1.12M as of Q2 2025.
- Avantax Advisory Services bought 15,186 AES shares in Q2 2025, an estimated $163K.
- AES made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1098 holding.
- Avantax Advisory Services first reported a position in AES in Q4 2022 and has held it in 8 quarters since.
- Avantax Advisory Services's AES position peaked at $1.13M in Q1 2025.
- 683 funds tracked by Wall St. Rank held AES as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.