LIS
AES icon

Legacy Investment Solutions’s AES AES Stock Holding History

Legacy Investment Solutions’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 		$484 Buy
+46
New +$492 ﹤0.01% 655
2024
Q4 		$487 Hold
46
– – ﹤0.01% 665
2024
Q3 		$627 Buy
+46
New +$814 ﹤0.01% 588

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

Legacy Investment Solutions's AES Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in AES (AES) in Q2 2025: 46 shares worth $484. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AES as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AES in Q3 2024 and has held it in 3 quarters since. The position peaked at $627 in Q3 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Legacy Investment Solutions held 46 shares of AES worth $484 as of Q2 2025.
  • AES was a new Legacy Investment Solutions position in Q2 2025.
  • AES made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #655 holding.
  • Legacy Investment Solutions first reported a position in AES in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's AES position peaked at $627 in Q3 2024.
  • 682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.