Lowe Wealth Advisors’s AES AES Stock Holding History

Lowe Wealth 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 Q3	–	Sell	-227	Closed	-$2.39K	–	394
2025 Q2	$2.39K	Hold	227	–	–	﹤0.01%	323
2025 Q1	$2.82K	Hold	227	–	–	﹤0.01%	323
2024 Q4	$2.92K	Buy	+227	New	+$3.39K	﹤0.01%	310

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lowe Wealth Advisors's AES Position: Q3 2025 in Review

Lowe Wealth Advisors sold out of AES (AES) in Q3 2025, closing a stake of 227 shares — an estimated $2.39K sold.

Lowe Wealth Advisors first reported a position in AES in Q4 2024 and held it in 3 quarters. The position peaked at $2.92K in Q4 2024. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

Lowe Wealth Advisors reported no remaining AES position as of Q3 2025 after selling out during the quarter.
Lowe Wealth Advisors sold 227 AES shares in Q3 2025, an estimated $2.39K.
Lowe Wealth Advisors first reported a position in AES in Q4 2024 and held it in 3 quarters.
Lowe Wealth Advisors's AES position peaked at $2.92K in Q4 2024.
702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.