CA
AES icon

Continuum Advisory’s AES AES Stock Holding History

Continuum Advisory’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 		– Sell
-4,092
Closed -$50.8K – 444
2025
Q1 		$50.8K Buy
4,092
+3,554
+661% +$41.1K 0.01% 675
2024
Q4 		$6.92K Buy
538
+223
+71% +$3.33K ﹤0.01% 1072
2024
Q3 		$4.41K Buy
315
+234
+289% +$4.14K ﹤0.01% 1189
2024
Q2 		$1.42K Hold
81
– – ﹤0.01% 1390
2024
Q1 		$1.62K Buy
+81
New +$1.35K ﹤0.01% 1354

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Continuum Advisory's AES Position: Q2 2025 in Review

Continuum Advisory sold out of AES (AES) in Q2 2025, closing a stake of 4,092 shares — an estimated $50.8K sold.

Continuum Advisory first reported a position in AES in Q1 2024 and held it in 5 quarters. The position peaked at $50.8K in Q1 2025. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Continuum Advisory reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 4,092 AES shares in Q2 2025, an estimated $50.8K.
  • Continuum Advisory first reported a position in AES in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's AES position peaked at $50.8K in Q1 2025.
  • 682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.