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Halbert Hargrove Global Advisors’s AES AES Stock Holding History

Halbert Hargrove Global 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
Q4 		– Sell
-254
Closed -$3.34K – 373
2025
Q3 		$3.34K Buy
+254
New +$3.3K ﹤0.01% 483
2025
Q2 		– Sell
-149
Closed -$1.85K – 321
2025
Q1 		$1.85K Buy
+149
New +$1.72K ﹤0.01% 407
2014
Q4 		– Sell
-3,266
Closed -$4.51M – 140
2014
Q3 		$4.51M Buy
+3,266
New +$48.6K 1.24% 7

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Halbert Hargrove Global Advisors's AES Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of AES (AES) in Q4 2025, closing a stake of 254 shares — an estimated $3.34K sold.

Halbert Hargrove Global Advisors first reported a position in AES in Q3 2014 and held it in 3 quarters. The position peaked at $4.51M in Q3 2014. 744 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 254 AES shares in Q4 2025, an estimated $3.34K.
  • Halbert Hargrove Global Advisors first reported a position in AES in Q3 2014 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's AES position peaked at $4.51M in Q3 2014.
  • 744 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.