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Carolinas Wealth Consulting’s AES AES Stock Holding History

Carolinas Wealth Consulting’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
-45
Closed -$559 – 21
2025
Q1 		$559 Sell
45
-124
-73% -$1.44K ﹤0.01% 959
2024
Q4 		$2.18K Buy
169
+75
+80% +$1.12K ﹤0.01% 816
2024
Q3 		$1.89K Buy
94
+5
+6% +$88 ﹤0.01% 829
2024
Q2 		$1.56K Buy
89
+10
+13% +$190 ﹤0.01% 841
2024
Q1 		$1.42K Sell
79
-44
-36% -$735 ﹤0.01% 840
2023
Q4 		$2.37K Hold
123
– – ﹤0.01% 722
2023
Q3 		$1.83K Sell
123
-187
-60% -$3.56K ﹤0.01% 759
2023
Q2 		$6.42K Buy
310
+2
+0.6% +$44 ﹤0.01% 647
2023
Q1 		$7.41K Buy
308
+2
+0.7% +$51 ﹤0.01% 646
2022
Q4 		$8.8K Buy
306
+283
+1,230% +$7.63K ﹤0.01% 636
2022
Q3 		$1K Hold
23
– – ﹤0.01% 788
2022
Q2 		$0 Hold
23
– – ﹤0.01% 880
2022
Q1 		$1K Buy
+23
New +$520 ﹤0.01% 821

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's AES Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of AES (AES) in Q2 2025, closing a stake of 45 shares — an estimated $559 sold.

Carolinas Wealth Consulting first reported a position in AES in Q1 2022 and held it in 13 quarters. The position peaked at $8.8K in Q4 2022. 683 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 45 AES shares in Q2 2025, an estimated $559.
  • Carolinas Wealth Consulting first reported a position in AES in Q1 2022 and held it in 13 quarters.
  • Carolinas Wealth Consulting's AES position peaked at $8.8K in Q4 2022.
  • 683 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.