Copia Wealth Management’s AES AES Stock Holding History

Copia 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 Q1	–	Sell	-29	Closed	-$373	–	452
2024 Q4	$373	Buy	+29	New	+$433	﹤0.01%	403

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Copia Wealth Management's AES Position: Q1 2025 in Review

Copia Wealth Management sold out of AES (AES) in Q1 2025, closing a stake of 29 shares — an estimated $373 sold.

Copia Wealth Management first reported a position in AES in Q4 2024 and held it in 1 quarter. The position peaked at $373 in Q4 2024. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Copia Wealth Management reported no remaining AES position as of Q1 2025 after selling out during the quarter.
Copia Wealth Management sold 29 AES shares in Q1 2025, an estimated $373.
Copia Wealth Management first reported a position in AES in Q4 2024 and held it in 1 quarter.
Copia Wealth Management's AES position peaked at $373 in Q4 2024.
696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.