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Concurrent Investment Advisors’s AES AES Stock Holding History

Concurrent Investment Advisors’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
-107,581
Closed -$1.13M – 1499
2025
Q2 		$1.13M Buy
107,581
+29,621
+38% +$317K 0.02% 564
2025
Q1 		$968K Buy
77,960
+20,511
+36% +$237K 0.02% 556
2024
Q4 		$739K Sell
57,449
-17,219
-23% -$257K 0.02% 568
2024
Q3 		$1.5M Buy
74,668
+52,562
+238% +$930K 0.04% 379
2024
Q2 		$388K Buy
+22,106
New +$420K 0.01% 665

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

Concurrent Investment Advisors's AES Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of AES (AES) in Q3 2025, closing a stake of 107,581 shares — an estimated $1.13M sold.

Concurrent Investment Advisors first reported a position in AES in Q2 2024 and held it in 5 quarters. The position peaked at $1.5M in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 107,581 AES shares in Q3 2025, an estimated $1.13M.
  • Concurrent Investment Advisors first reported a position in AES in Q2 2024 and held it in 5 quarters.
  • Concurrent Investment Advisors's AES position peaked at $1.5M in Q3 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.