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Centricity Wealth Management’s AES AES Stock Holding History

Centricity 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 		$11.4K Buy
1,088
+1
+0.1% +$11 0.01% 310
2025
Q1 		$13.5K Buy
1,087
+102
+10% +$1.18K 0.01% 294
2024
Q4 		$12.7K Buy
+985
New +$14.7K 0.01% 302

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 $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Centricity Wealth Management's AES Position: Q2 2025 in Review

Centricity Wealth Management increased its AES (AES) stake by 0.09% in Q2 2025, buying an estimated $11 and bringing the position to 1,088 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #310.

Centricity Wealth Management first reported a position in AES in Q4 2024 and has held it in 3 quarters since. The position peaked at $13.5K in Q1 2025. 684 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Centricity Wealth Management held 1,088 shares of AES worth $11.4K as of Q2 2025.
  • Centricity Wealth Management bought 1 AES share in Q2 2025, an estimated $11.
  • AES made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #310 holding.
  • Centricity Wealth Management first reported a position in AES in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's AES position peaked at $13.5K in Q1 2025.
  • 684 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.