Global Financial Private Client’s AES AES Stock Holding History

Global Financial Private Client’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	-30	Closed	-$373	–	255
2025 Q1	$373	Buy	30 +17	+131%	+$197	﹤0.01%	1384
2024 Q4	$167	Buy	+13	New	+$194	﹤0.01%	1344
2024 Q3	–	Sell	-23,110	Closed	-$406K	–	808
2024 Q2	$406K	Buy	+23,110	New	+$439K	0.17%	139
2021 Q2	–	Sell	-58	Closed	-$1.57K	–	604
2021 Q1	$1.57K	Buy	+58	New	+$1.54K	﹤0.01%	463

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

OAG

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Global Financial Private Client's AES Position: Q2 2025 in Review

Global Financial Private Client sold out of AES (AES) in Q2 2025, closing a stake of 30 shares — an estimated $373 sold.

Global Financial Private Client first reported a position in AES in Q1 2021 and held it in 4 quarters. The position peaked at $406K in Q2 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Global Financial Private Client reported no remaining AES position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 30 AES shares in Q2 2025, an estimated $373.
Global Financial Private Client first reported a position in AES in Q1 2021 and held it in 4 quarters.
Global Financial Private Client's AES position peaked at $406K in Q2 2024.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.