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Congress Wealth Management’s AES AES Stock Holding History

Congress 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 		$318K Buy
30,245
+288
+1% +$3.08K ﹤0.01% 1050
2025
Q1 		$373K Buy
+29,957
New +$347K ﹤0.01% 896

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

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

Congress Wealth Management increased its AES (AES) stake by 0.96% in Q2 2025, buying an estimated $3.08K and bringing the position to 30,245 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Congress Wealth Management first reported a position in AES in Q1 2025 and has held it in 2 quarters since. The position peaked at $373K in Q1 2025. 684 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Congress Wealth Management held 30,245 shares of AES worth $318K as of Q2 2025.
  • Congress Wealth Management bought 288 AES shares in Q2 2025, an estimated $3.08K.
  • AES made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1050 holding.
  • Congress Wealth Management first reported a position in AES in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's AES position peaked at $373K in Q1 2025.
  • 684 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.