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Coppell Advisory Solutions’s AES AES Stock Holding History

Coppell Advisory Solutions’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
-1,866
Closed -$23.6K – 361
2024
Q4 		$23.6K Buy
1,866
+653
+54% +$9.75K ﹤0.01% 812
2024
Q3 		$24.3K Sell
1,213
-23
-2% -$407 ﹤0.01% 780
2024
Q2 		$21.7K Buy
+1,236
New +$23.5K ﹤0.01% 751
2023
Q4 		$24.9K Buy
1,294
+821
+174% +$13.4K 0.01% 668
2023
Q3 		$13.6K Buy
473
+81
+21% +$1.54K ﹤0.01% 559
2023
Q2 		$8.01K Buy
+392
New +$8.63K ﹤0.01% 745
2023
Q1 		– Sell
-946
Closed -$27.2K – 220
2022
Q4 		$27.2K Buy
+946
New +$25.5K 0.01% 449

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
Fidelity Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coppell Advisory Solutions's AES Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AES (AES) in Q1 2025, closing a stake of 1,866 shares — an estimated $23.6K sold.

Coppell Advisory Solutions first reported a position in AES in Q4 2022 and held it in 7 quarters. The position peaked at $27.2K in Q4 2022. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining AES position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,866 AES shares in Q1 2025, an estimated $23.6K.
  • Coppell Advisory Solutions first reported a position in AES in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's AES position peaked at $27.2K in Q4 2022.
  • 696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.