LA
AES icon

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
Q1 		$162K Buy
+13,062
New +$151K 0.02% 414

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Advisors's AES Position: Q1 2025 in Review

Legacy Advisors opened a new position in AES (AES) in Q1 2025: 13,062 shares worth $162K. The stake represents 0.02% of the portfolio and ranks #414 among its holdings.

698 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • Legacy Advisors held 13,062 shares of AES worth $162K as of Q1 2025.
  • AES was a new Legacy Advisors position in Q1 2025.
  • AES made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #414 holding.
  • 698 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.