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Marshall & Sterling Wealth Advisors’s AES AES Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-38
Closed -$500 – 346
2025
Q3 		$500 Hold
38
– – ﹤0.01% 625
2025
Q2 		$400 Hold
38
– – ﹤0.01% 613
2025
Q1 		$472 Buy
+38
New +$440 ﹤0.01% 618

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

Marshall & Sterling Wealth Advisors's AES Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of AES (AES) in Q4 2025, closing a stake of 38 shares — an estimated $500 sold.

Marshall & Sterling Wealth Advisors first reported a position in AES in Q1 2025 and held it in 3 quarters. The position peaked at $500 in Q3 2025. 748 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 38 AES shares in Q4 2025, an estimated $500.
  • Marshall & Sterling Wealth Advisors first reported a position in AES in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's AES position peaked at $500 in Q3 2025.
  • 748 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.