Bank Julius Baer & Co
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Bank Julius Baer & Co’s AES AES Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-7,226
Closed -$103K – 613
2024
Q4 		$103K Buy
7,226
+499
+7% +$7.45K ﹤0.01% 472
2024
Q3 		$160K Sell
6,727
-470
-7% -$8.31K ﹤0.01% 409
2024
Q2 		$141K Sell
7,197
-795
-10% -$15.1K ﹤0.01% 366
2024
Q1 		$143K Sell
7,992
-6
-0.1% -$100 ﹤0.01% 412
2023
Q4 		$154K Sell
7,998
-95
-1% -$1.54K ﹤0.01% 418
2023
Q3 		$123K Buy
8,093
+208
+3% +$3.96K ﹤0.01% 407
2023
Q2 		$163K Sell
7,885
-107
-1% -$2.36K ﹤0.01% 427
2023
Q1 		$192K Buy
+7,992
New +$203K ﹤0.01% 438

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank Julius Baer & Co's AES Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of AES (AES) in Q1 2025, closing a stake of 7,226 shares — an estimated $103K sold.

Bank Julius Baer & Co first reported a position in AES in Q1 2023 and held it in 8 quarters. The position peaked at $192K in Q1 2023. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining AES position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 7,226 AES shares in Q1 2025, an estimated $103K.
  • Bank Julius Baer & Co first reported a position in AES in Q1 2023 and held it in 8 quarters.
  • Bank Julius Baer & Co's AES position peaked at $192K in Q1 2023.
  • 696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.