Legacy Advisors’s AES AES Stock Holding History

Legacy 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	-13,062	Closed	-$162K	–	30
2025 Q1	$162K	Buy	+13,062	New	+$151K	0.02%	414

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

Legacy Advisors's AES Position: Q2 2025 in Review

Legacy Advisors sold out of AES (AES) in Q2 2025, closing a stake of 13,062 shares — an estimated $162K sold.

Legacy Advisors first reported a position in AES in Q1 2025 and held it in 1 quarter. The position peaked at $162K in Q1 2025. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Legacy Advisors reported no remaining AES position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 13,062 AES shares in Q2 2025, an estimated $162K.
Legacy Advisors first reported a position in AES in Q1 2025 and held it in 1 quarter.
Legacy Advisors's AES position peaked at $162K in Q1 2025.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.