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Legacy Wealth Management (Idaho)’s AES AES Stock Holding History

Legacy Wealth Management (Idaho)’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
-46
Closed -$484 – 778
2025
Q2 		$484 Hold
46
– – ﹤0.01% 655
2025
Q1 		$572 Hold
46
– – ﹤0.01% 695
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
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

Legacy Wealth Management (Idaho)'s AES Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of AES (AES) in Q3 2025, closing a stake of 46 shares — an estimated $484 sold.

Legacy Wealth Management (Idaho) first reported a position in AES in Q3 2024 and held it in 4 quarters. The position peaked at $627 in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 46 AES shares in Q3 2025, an estimated $484.
  • Legacy Wealth Management (Idaho) first reported a position in AES in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s AES position peaked at $627 in Q3 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.