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Marcum Wealth’s AES AES Stock Holding History

Marcum Wealth’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 		$130K Buy
+10,468
New +$121K 0.01% 372
2024
Q4 		– Sell
-10,874
Closed -$218K – 408
2024
Q3 		$218K Sell
10,874
-357
-3% -$6.32K 0.02% 349
2024
Q2 		$197K Sell
11,231
-152
-1% -$2.89K 0.02% 341
2024
Q1 		$204K Buy
+11,383
New +$190K 0.02% 339
2023
Q4 		– Sell
-12,120
Closed -$184K – 385
2023
Q3 		$184K Buy
12,120
+1,843
+18% +$35.1K 0.02% 324
2023
Q2 		$213K Sell
10,277
-645
-6% -$14.2K 0.03% 322
2023
Q1 		$263K Buy
10,922
+27
+0.2% +$686 0.03% 270
2022
Q4 		$313K Sell
10,895
-45
-0.4% -$1.21K 0.04% 235
2022
Q3 		$247K Buy
10,940
+9
+0.1% +$213 0.04% 264
2022
Q2 		$230K Buy
10,931
+9
+0.1% +$196 0.03% 274
2022
Q1 		$281K Buy
10,922
+614
+6% +$13.9K 0.04% 254
2021
Q4 		$250K Buy
10,308
+831
+9% +$20.2K 0.03% 286
2021
Q3 		$216K Sell
9,477
-8
-0.1% -$194 0.03% 292
2021
Q2 		$247K Sell
9,485
-25
-0.3% -$660 0.04% 246
2021
Q1 		$255K Buy
+9,510
New +$253K 0.04% 247

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marcum Wealth's AES Position: Q1 2025 in Review

Marcum Wealth opened a new position in AES (AES) in Q1 2025: 10,468 shares worth $130K. The stake represents 0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in AES as recently as Q3 2024.

Marcum Wealth first reported a position in AES in Q1 2021 and has held it in 15 quarters since. The position peaked at $313K in Q4 2022. 697 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • Marcum Wealth held 10,468 shares of AES worth $130K as of Q1 2025.
  • AES was a new Marcum Wealth position in Q1 2025.
  • AES made up 0.01% of Marcum Wealth's portfolio in Q1 2025, its #372 holding.
  • Marcum Wealth first reported a position in AES in Q1 2021 and has held it in 15 quarters since.
  • Marcum Wealth's AES position peaked at $313K in Q4 2022.
  • 697 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.