FSA Wealth Management’s AES AES Stock Holding History

FSA 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 Q3	$7.79K	Hold	592	–	–	﹤0.01%	337
2025 Q2	$6.23K	Hold	592	–	–	﹤0.01%	356
2025 Q1	$7.35K	Hold	592	–	–	﹤0.01%	313
2024 Q4	$7.62K	Hold	592	–	–	﹤0.01%	330
2024 Q3	$11.9K	Buy	+592	New	+$10.5K	﹤0.01%	290
2024 Q1	$10.6K	Hold	592	–	–	﹤0.01%	320
2023 Q4	$11K	Buy	+592	New	+$9.63K	0.01%	302
2021 Q1	–	Sell	-460	Closed	-$11K	–	54
2020 Q4	$11K	Buy	+460	New	+$9.56K	0.01%	253
2020 Q3	–	Sell	-460	Closed	-$7K	–	65
2020 Q2	$7K	Hold	460	–	–	﹤0.01%	294
2020 Q1	$6K	Hold	460	–	–	0.01%	285
2019 Q4	$9K	Buy	+460	New	+$8.23K	0.01%	319

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

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

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

OAG

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

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

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

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

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

FSA Wealth Management's AES Position: Q3 2025 in Review

FSA Wealth Management held its AES (AES) position steady in Q3 2025 at 592 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

FSA Wealth Management first reported a position in AES in Q4 2019 and has held it in 11 quarters since. The position peaked at $11.9K in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

FSA Wealth Management held 592 shares of AES worth $7.79K as of Q3 2025.
FSA Wealth Management left its AES share count unchanged in Q3 2025.
AES made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #337 holding.
FSA Wealth Management first reported a position in AES in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's AES position peaked at $11.9K in Q3 2024.
702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.