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Fiduciary Financial Group’s AES AES Stock Holding History

Fiduciary Financial Group’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
-23,939
Closed -$247K – 300
2025
Q1 		$247K Buy
23,939
+1,677
+8% +$19.4K 0.05% 234
2024
Q4 		$268K Buy
22,262
+4,403
+25% +$65.8K 0.06% 228
2024
Q3 		$324K Buy
17,859
+4,335
+32% +$76.7K 0.07% 192
2024
Q2 		$239K Buy
+13,524
New +$257K 0.06% 230

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

Fiduciary Financial Group's AES Position: Q2 2025 in Review

Fiduciary Financial Group sold out of AES (AES) in Q2 2025, closing a stake of 23,939 shares — an estimated $247K sold.

Fiduciary Financial Group first reported a position in AES in Q2 2024 and held it in 4 quarters. The position peaked at $324K in Q3 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Fiduciary Financial Group reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 23,939 AES shares in Q2 2025, an estimated $247K.
  • Fiduciary Financial Group first reported a position in AES in Q2 2024 and held it in 4 quarters.
  • Fiduciary Financial Group's AES position peaked at $324K in Q3 2024.
  • 682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Fiduciary Financial Group's 13F filing for Q2 2025, filed 3 Jul 2025.