Blue Barn Wealth’s AES AES Stock Holding History

Blue Barn Wealth’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	-14,104	Closed	-$186K	–	53
2025 Q3	$186K	Buy	14,104 +1,362	+11%	+$17.7K	0.08%	169
2025 Q2	$134K	Sell	12,742 -69	-0.5%	-$739	0.06%	157
2025 Q1	$159K	Buy	+12,811	New	+$148K	0.08%	146

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Blue Barn Wealth's AES Position: Q4 2025 in Review

Blue Barn Wealth sold out of AES (AES) in Q4 2025, closing a stake of 14,104 shares — an estimated $186K sold.

Blue Barn Wealth first reported a position in AES in Q1 2025 and held it in 3 quarters. The position peaked at $186K in Q3 2025. 743 funds tracked by Wall St. Rank hold AES as of Q4 2025.

Blue Barn Wealth reported no remaining AES position as of Q4 2025 after selling out during the quarter.
Blue Barn Wealth sold 14,104 AES shares in Q4 2025, an estimated $186K.
Blue Barn Wealth first reported a position in AES in Q1 2025 and held it in 3 quarters.
Blue Barn Wealth's AES position peaked at $186K in Q3 2025.
743 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.