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Key Financial Inc’s AES AES Stock Holding History

Key Financial Inc’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 		– Sell
-21
Closed -$221 – 1460
2025
Q2 		$221 Hold
21
– – ﹤0.01% 1376
2025
Q1 		$261 Hold
21
– – ﹤0.01% 1330
2024
Q4 		$270 Hold
21
– – ﹤0.01% 1325
2024
Q3 		$421 Buy
+21
New +$371 ﹤0.01% 1275
2021
Q4 		– Sell
-991
Closed -$23K – 948
2021
Q3 		$23K Buy
+991
New +$24.1K 0.01% 439

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Key Financial Inc's AES Position: Q3 2025 in Review

Key Financial Inc sold out of AES (AES) in Q3 2025, closing a stake of 21 shares — an estimated $221 sold.

Key Financial Inc first reported a position in AES in Q3 2021 and held it in 5 quarters. The position peaked at $23K in Q3 2021. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Key Financial Inc reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 21 AES shares in Q3 2025, an estimated $221.
  • Key Financial Inc first reported a position in AES in Q3 2021 and held it in 5 quarters.
  • Key Financial Inc's AES position peaked at $23K in Q3 2021.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.