Capital A Wealth Management’s AES AES Stock Holding History

Capital A Wealth Management’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	-32	Closed	-$397	–	424
2025 Q1	$397	Buy	+32	New	+$370	﹤0.01%	647

Other funds holding AES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Capital A Wealth Management's AES Position: Q2 2025 in Review

Capital A Wealth Management sold out of AES (AES) in Q2 2025, closing a stake of 32 shares — an estimated $397 sold.

Capital A Wealth Management first reported a position in AES in Q1 2025 and held it in 1 quarter. The position peaked at $397 in Q1 2025. 683 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Capital A Wealth Management reported no remaining AES position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 32 AES shares in Q2 2025, an estimated $397.
Capital A Wealth Management first reported a position in AES in Q1 2025 and held it in 1 quarter.
Capital A Wealth Management's AES position peaked at $397 in Q1 2025.
683 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.