MidWestOne Financial Group’s AES AES Stock Holding History

MidWestOne Financial Group’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	$180K	Hold	12,564	–	–	0.02%	301
2025 Q3	$165K	Hold	12,564	–	–	0.02%	299
2025 Q2	$132K	Sell	12,564 -238,255	-95%	-$2.55M	0.02%	291
2025 Q1	$3.12M	Buy	250,819 +199,664	+390%	+$2.31M	0.44%	48
2024 Q4	$658K	Sell	51,155 -46,196	-47%	-$690K	0.09%	187
2024 Q3	$1.95M	Sell	97,351 -13,286	-12%	-$235K	0.27%	82
2024 Q2	$1.94M	Buy	110,637 +4,031	+4%	+$76.6K	0.35%	69
2024 Q1	$1.91M	Buy	106,606 +46,865	+78%	+$783K	0.34%	75
2023 Q4	$1.15M	Buy	59,741 +1,823	+3%	+$29.7K	0.22%	114
2023 Q3	$880K	Buy	57,918 +20,387	+54%	+$388K	0.2%	131
2023 Q2	$778K	Buy	+37,531	New	+$826K	0.17%	155

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MidWestOne Financial Group's AES Position: Q4 2025 in Review

MidWestOne Financial Group held its AES (AES) position steady in Q4 2025 at 12,564 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #301.

MidWestOne Financial Group first reported a position in AES in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q1 2025. 743 funds tracked by Wall St. Rank hold AES as of Q4 2025.

MidWestOne Financial Group held 12,564 shares of AES worth $180K as of Q4 2025.
MidWestOne Financial Group left its AES share count unchanged in Q4 2025.
AES made up 0.02% of MidWestOne Financial Group's portfolio in Q4 2025, its #301 holding.
MidWestOne Financial Group first reported a position in AES in Q2 2023 and has held it in 11 quarters since.
MidWestOne Financial Group's AES position peaked at $3.12M in Q1 2025.
743 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.