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Hollow Brook Wealth Management’s AES AES Stock Holding History

Hollow Brook 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
Q2 		– Sell
-249,544
Closed -$3.1M – 90
2025
Q1 		$3.1M Sell
249,544
-57
-0% -$659 0.91% 32
2024
Q4 		$3.21M Sell
249,601
-7,692
-3% -$115K 0.99% 32
2024
Q3 		$5.16M Buy
257,293
+13,360
+5% +$236K 1.53% 21
2024
Q2 		$4.29M Buy
243,933
+11,066
+5% +$210K 1.46% 22
2024
Q1 		$4.18M Buy
232,867
+18,187
+8% +$304K 1.54% 21
2023
Q4 		$4.13M Buy
214,680
+70,717
+49% +$1.15M 1.65% 19
2023
Q3 		$2.19M Buy
143,963
+64,996
+82% +$1.24M 0.91% 32
2023
Q2 		$1.64M Buy
78,967
+4,082
+5% +$89.9K 0.71% 42
2023
Q1 		$1.8M Buy
74,885
+5,473
+8% +$139K 0.85% 35
2022
Q4 		$2M Buy
+69,412
New +$1.87M 0.96% 27

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Hollow Brook Wealth Management's AES Position: Q2 2025 in Review

Hollow Brook Wealth Management sold out of AES (AES) in Q2 2025, closing a stake of 249,544 shares — an estimated $3.1M sold.

Hollow Brook Wealth Management first reported a position in AES in Q4 2022 and held it in 10 quarters. The position peaked at $5.16M in Q3 2024. 684 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Hollow Brook Wealth Management reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 249,544 AES shares in Q2 2025, an estimated $3.1M.
  • Hollow Brook Wealth Management first reported a position in AES in Q4 2022 and held it in 10 quarters.
  • Hollow Brook Wealth Management's AES position peaked at $5.16M in Q3 2024.
  • 684 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.