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Glass Jacobson Investment Advisors’s AES AES Stock Holding History

Glass Jacobson Investment Advisors’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
-37
Closed -$477 – 573
2025
Q1 		$477 Hold
37
– – ﹤0.01% 810
2024
Q4 		$477 Buy
+37
New +$553 ﹤0.01% 810

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

Glass Jacobson Investment Advisors's AES Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of AES (AES) in Q2 2025, closing a stake of 37 shares — an estimated $477 sold.

Glass Jacobson Investment Advisors first reported a position in AES in Q4 2024 and held it in 2 quarters. The position peaked at $477 in Q1 2025. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 37 AES shares in Q2 2025, an estimated $477.
  • Glass Jacobson Investment Advisors first reported a position in AES in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's AES position peaked at $477 in Q1 2025.
  • 682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.