AWE
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Avidian Wealth Enterprises’s AES AES Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-26,010
Closed -$323K – 552
2025
Q1 		$323K Buy
26,010
+10,839
+71% +$125K 0.01% 399
2024
Q4 		$195K Buy
15,171
+3,027
+25% +$45.2K 0.01% 491
2024
Q3 		$244K Buy
12,144
+304
+3% +$5.38K 0.01% 439
2024
Q2 		$208K Buy
+11,840
New +$225K 0.01% 472

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Avidian Wealth Enterprises's AES Position: Q2 2025 in Review

Avidian Wealth Enterprises sold out of AES (AES) in Q2 2025, closing a stake of 26,010 shares — an estimated $323K sold.

Avidian Wealth Enterprises first reported a position in AES in Q2 2024 and held it in 4 quarters. The position peaked at $323K in Q1 2025. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Avidian Wealth Enterprises reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 26,010 AES shares in Q2 2025, an estimated $323K.
  • Avidian Wealth Enterprises first reported a position in AES in Q2 2024 and held it in 4 quarters.
  • Avidian Wealth Enterprises's AES position peaked at $323K in Q1 2025.
  • 682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2025, filed 30 Jul 2025.