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CarsonAllaria Wealth Management’s AES AES Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-703
Closed -$7.4K – 80
2025
Q2 		$7.4K Hold
703
– – ﹤0.01% 269
2025
Q1 		$8.74K Hold
703
– – 0.01% 259
2024
Q4 		$9.06K Hold
703
– – 0.01% 257
2024
Q3 		$14.1K Hold
703
– – 0.01% 232
2024
Q2 		$12.4K Buy
+703
New +$13.4K 0.01% 235

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CarsonAllaria Wealth Management's AES Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of AES (AES) in Q3 2025, closing a stake of 703 shares — an estimated $7.4K sold.

CarsonAllaria Wealth Management first reported a position in AES in Q2 2024 and held it in 5 quarters. The position peaked at $14.1K in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 703 AES shares in Q3 2025, an estimated $7.4K.
  • CarsonAllaria Wealth Management first reported a position in AES in Q2 2024 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's AES position peaked at $14.1K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.