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Clarius Group LLC’s AES AES Stock Holding History

Clarius Group LLC’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 		$319K Buy
22,227
+38
+0.2% +$536 0.02% 278
2025
Q3 		$292K Buy
+22,189
New +$288K 0.02% 303
2024
Q2 		– Sell
-11,763
Closed -$211K – 449
2024
Q1 		$211K Buy
11,763
+60
+0.5% +$1K 0.01% 440
2023
Q4 		$225K Buy
+11,703
New +$190K 0.02% 428
2023
Q1 		– Sell
-9,630
Closed -$277K – 512
2022
Q4 		$277K Buy
9,630
+736
+8% +$19.8K 0.02% 398
2022
Q3 		$201K Buy
+8,894
New +$211K 0.02% 458

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
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clarius Group LLC's AES Position: Q4 2025 in Review

Clarius Group LLC increased its AES (AES) stake by 0.17% in Q4 2025, buying an estimated $536 and bringing the position to 22,227 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #278.

Clarius Group LLC first reported a position in AES in Q3 2022 and has held it in 6 quarters since. 744 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Clarius Group LLC held 22,227 shares of AES worth $319K as of Q4 2025.
  • Clarius Group LLC bought 38 AES shares in Q4 2025, an estimated $536.
  • AES made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #278 holding.
  • Clarius Group LLC first reported a position in AES in Q3 2022 and has held it in 6 quarters since.
  • 744 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.